TCF882: Blueprint for Success

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, etc
  • Having clear roles and responsibilities within the team to prevent confusion
  • Putting together a calendar of process planning sessions with your team
  • Leveraging tools like Calendly and pinning texts to stay organized and follow up efficiently
  • Scheduling time off in the winter to recharge before the spring rush

Resources:

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