The Contractor Fight with Tom Reber

TCF882: Blueprint for Success

03.23.2024 - By Tom ReberPlay

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Spring is here, and as pond water feature and outdoor living space business owners Tim and Derek know all too well, springtime is crunch time. With warmer weather on the horizon, lots of people want to start outdoor projects, but how do Tim and Derek keep up with all the work while staying organized? Listen in as they share their blueprint for success — the systems, tools, and processes they use to keep things organized and make their busiest time of year go smoothly. In this episode, they discuss:Getting organized with a CRM — store all customer info, tasks, communications, etcHaving clear roles and responsibilities within the team to prevent confusionPutting together a calendar of process planning sessions with your teamLeveraging tools like Calendly and pinning texts to stay organized and follow up efficientlyScheduling time off in the winter to recharge before the spring rush

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