Customer Growth
Administrative and marketing activities for property owners, property managers, small home service business owners and other small business entrepreneurs. We answer your telephone, schedule appointments, text reminders to the customers and the salespeople and call them 15 minutes before the exact meeting time. Then we text you to let you know if they confirmed the appointment.
Administrative and marketing support designed to help business owners attract more customers, generate more sales, strengthen customer relationships, improve organization, and increase profits.
Customer Relationship Management (CRM)
- Customer database organization
- CRM setup and maintenance
- Customer record updates
- Contact information management
- Customer segmentation
- Customer notes management
- Customer history tracking
- Communication tracking
- Lead tracking
- Opportunity tracking
- Sales pipeline management
- Follow-up scheduling
Customer Reactivation
- Reactivate inactive customers
- Win-back campaigns
- Past customer follow-up
- Previous customer outreach
- Annual customer check-ins
- Seasonal customer reminders
- Service reminder campaigns
- Maintenance reminder campaigns
- Warranty reminder campaigns
- Inspection reminders
- Re-engagement email campaigns
- Re-engagement phone campaigns
Customer Retention
- Follow-up after completed work
- Customer appreciation campaigns
- Thank-you messages
- Holiday greetings
- Birthday greetings
- Anniversary greetings
- Loyalty programs
- Referral requests
- Review requests
- Customer satisfaction surveys
- Regular customer communication
- Relationship nurturing
Lead Management
- Respond to new inquiries
- Lead qualification
- Lead assignment
- Lead organization
- Lead follow-up
- Missed inquiry follow-up
- Quote follow-up
- Estimate follow-up
- Proposal follow-up
- Appointment scheduling
- Appointment reminders
- Appointment confirmations
Email Marketing
- Email newsletter preparation
- Monthly newsletters
- Promotional emails
- Educational newsletters
- Customer announcements
- Product launch emails
- Seasonal promotions
- Event invitations
- Email list management
- Subscriber management
- Email campaign scheduling
- Campaign reporting
Marketing Administration
- Marketing calendar management
- Campaign coordination
- Vendor communication
- Marketing project tracking
- Marketing checklist management
- Marketing procedure documentation
- Marketing reports
- Campaign performance tracking
- Advertising coordination
- Promotion planning
- Special event coordination
- Marketing file organization
Website Support
- Website content updates
- Website maintenance coordination
- Website recovery assistance
- Broken website troubleshooting
- Landing page updates
- Blog posting
- Contact form testing
- Website quality checks
- Image replacement
- Business information updates
- Service page updates
- FAQ updates
Social Media Support
- Schedule posts
- Organize content calendar
- Respond to customer messages
- Monitor comments
- Upload graphics
- Update business information
- Promote events
- Share newsletters
- Coordinate campaigns
- Report activity
- Organize content library
- Maintain posting schedule
Sales Support
- Sales follow-up
- Prospect follow-up
- Referral tracking
- Referral partner communication
- Sales appointment scheduling
- Proposal tracking
- Quote tracking
- Sales reports
- Sales documentation
- Customer onboarding
- Welcome packets
- New customer communication
Business Organization
- Procedure documentation
- Workflow development
- Checklist creation
- Standard operating procedures (SOPs)
- Administrative systems
- Digital file organization
- Document management
- Task tracking
- Calendar coordination
- Project coordination
- Communication management
- Process improvement
Reporting
- Customer activity reports
- Marketing reports
- Sales reports
- Lead reports
- Campaign reports
- Customer retention reports
- Reactivation reports
- Pipeline reports
- Performance summaries
- Monthly business reports
- Administrative reports
- Productivity reports
Software Support
- CRM software administration
- Email marketing platforms
- Calendar management
- Microsoft 365 organization
- Google Workspace organization
- Contact database maintenance
- Spreadsheet management
- Form creation
- Online document organization
- Automation coordination
- Workflow implementation
- Software setup assistance
I would also add one more section that I think fits your vision perfectly.
Office Operations
This ties Business Growth back to Daily Office Services.
- Answer customer inquiries
- Return phone calls
- Respond to emails
- Coordinate appointments
- Prepare documents
- Manage office communications
- Organize digital files
- Maintain customer records
- Coordinate vendors
- Monitor task completion
- Ensure consistent follow-up
- Help keep the business operating smoothly every day