“In retail you know every day whether you're winning or losing… the daily sales report marks your score daily.”
♫
Said on Grit in the Boardroom - Executive Interviews on Corporate Governance and Risk Management
“Once we started like our new CRM, we didn't need to do that… it was a duplicate process and it was taking up more time than what it was worth.”
Think Like an Owner · Carrie Kelsch on Transformative Cultures at A Plus Garage Doors - EP.296
Play from 24:41
24:41
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
replaced the daily text sales reports with ServiceTitan CRM entries
Said nearby on the same subject
“Daily sales availability report so that Katie can have a printout on her desk right away in the morning of our current availability for big time slots in all three of our locations.”
SC
Serene Clean
Filthy Rich Cleaners: The Cleaning Business Podcast ·
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“I used to have all of my technicians text me their numbers at the end of each day… each individual had to send a group text of what their sales numbers were for the day.”
♫
Said on Think Like an Owner
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