Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated.
We need checklists and SOPs to ensure the work is done correctly. Our current processes are:
1. CRM Data Entry:
– Maintain customer profile and ensure address and information is clean and accurate.
– Schedule jobs as per customers request (time, address & mechanic)
– Assist our mobile service team with changes on the fly so customers are kept happy
2. Customer Service:
– Assist with customer enquiry via email
– Quote and pre-build service jobs
– Communicate with customers and changes to schedule, etc.
3. Data Mine:
– Research via Google, Facebook, etc. to find suitable business opportunities.
What mobile mechanic software would you recommend to manage these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …
Question: Our team uses a very complex Typeform and we heard that you were an intake form expert, someone who can streamline a funnel. We also heard that you’re a business solutions architect who can help us streamline it. Where we are at in the process: – We use Typeform Professional and max out all of …
Running a mobile mechanic business
Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated.
We need checklists and SOPs to ensure the work is done correctly. Our current processes are:
1. CRM Data Entry:
– Maintain customer profile and ensure address and information is clean and accurate.
– Schedule jobs as per customers request (time, address & mechanic)
– Assist our mobile service team with changes on the fly so customers are kept happy
2. Customer Service:
– Assist with customer enquiry via email
– Quote and pre-build service jobs
– Communicate with customers and changes to schedule, etc.
3. Data Mine:
– Research via Google, Facebook, etc. to find suitable business opportunities.
What mobile mechanic software would you recommend to manage these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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