The CRM Roadmap
The main things I check on every account. Tell me where to send it.
What's inside
The roadmap is three pages, one for each part of a CRM. Every line shows what it looks like when it's broken and what it looks like when it works. You can check your own account in a few minutes.
| Part | The goal | What it checks |
|---|---|---|
| 1. Capture | Turn a visitor into a lead | Landing page, VSL (video), Funnel, Forms, Calendar |
| 2. Follow up | Turn a lead into a booked job | Speed to lead, Missed calls, Pipeline, Nurture campaign, Automations, Reminders |
| 3. Keep it running | Make sure it keeps working after it is built | Custom values, Text delivery, Email delivery, Review campaign, Users and access, Reporting |
Who it's for
Owners of a local service business who pay for a CRM and aren't sure it's doing its job. Maybe an agency set it up and left. Maybe it worked once and slowly stopped. You don't need to be technical to use it.
How to use it
- Open the roadmap next to your CRM.
- Go line by line. If yours looks like the "broken" side, write it down.
- Fix the worst ones first. Lost leads come before nice-to-haves.
If your list gets long, or you'd rather not do it yourself, I'll go through your account with you for free. Get a free audit.