How to Set Up a CRM for a Service Business (Before You Buy the Software)
Buying CRM software won't fix a broken sales process. Map your pipeline first. Here's exactly how to set one up that actually generates revenue.
No fluff, no filler. Just what actually works for service business owners trying to build something that runs without them.

Buying CRM software won't fix a broken sales process. Map your pipeline first. Here's exactly how to set one up that actually generates revenue.

Your pipeline shouldn't rely on your memory. See the exact triggers that move leads automatically, from new enquiry to won, with zero manual updates.
Most tradie quotes don't get accepted because nobody followed up. Here's the quoting flow that wins more jobs without spending more time on admin.
Hipages charges $21-60 per lead and you're competing with 3 others for the same job. Here's what to build instead, and how long it takes.
Being flat out is good. Having nothing lined up when it ends is not. Here's what to build so work keeps coming in whether you're looking or not.
Most tradie jobs are one-and-done because nothing runs after the job finishes. Here's the post-job trigger that brings customers back.