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.
Further details: I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also …
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. …
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …
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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Further details: I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also …
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Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
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Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. …
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