Stage 1
Discover
We learn how your business works and how customers reach you today.
What we do
- Map your customer journey from first inquiry to follow-up
- Review the tools you use: phone, website, CRM, calendar, email and payments
- Find where inquiries slip and where staff re-key information
- Agree what success looks like and how it will be measured
What we need from you
- A walk-through of how a typical inquiry is handled today
- A list of the tools in use
- Time with the people who handle inquiries and scheduling