As you might be aware, we're really pushing hard to get everyone to go to the Hub to see their dashboards. We've seen almost 100% substantial improvements with peoples businesses when they engage with the Hub. It's designed to help you see your business better so that decisions made for the business make more sense and grow your business faster. Two things we've observed over the last year.
• Businesses that don't keep track of their numbers are more likely to fail within their first 3 years.
• Businesses that have innacurate data also are more likely to fail within their first 3 years.
For this reason we're going on a campaign to get more people to engage with their dashboards and coaches. The upside potential for your business is well worth the small amount of time it takes to input correct numbers.
We've come up with the 3 must haves for you to get the most accurate numbers possible. Please follow these every time your in your CRM.
- Enter all leads. (this means all leads, you pay for them you should have some accounting for how well you get and use them)
- Record every time the status changes on your leads. (lead -> estimate -> work order -> invoice)
- Use the scheduler to schedule all estimates and jobs. Assign all techs that will work on the job.
This is so important, it more than anything else will help your business. We can help, please call us with any questions or concerns. This is the fastest and most accurate way to have meaningful dashboards.
Thanks,
Hubsuite Team
Would you love to set up a time to chat? Let us know if you're interested.
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