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Northshore Kitchens: Stop Losing Warm Quote Leads (Marcy's CRM Fix)
Marcy runs a tile and kitchen crew and keeps losing warm leads after the in-home quote. We diagnose the gap between the quote visit and day seven, and lay out the simple ops stack that plugs the leak without making her sound like a robot.
In this episode:
Why losing a dozen kitchens a spring is a memory problem, not a lead problem
The real leak: spiral notebook in the truck + quotes texted from a personal cell
One screen for texts, missed calls, website forms, and Facebook messages with source tags
Scheduled follow-up texts on day 2, day 5, and day 10 written once in your own voice
Missed…
The skinny
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