Writing

TradeFlo field guides

A relationship-first CRM for contractors and field teams.

Crm

• One Record Per Customer, and the Day You Find Out You Had Three

  Duplicate customer records are not a tidiness problem. They are how a business loses the history of a job at the moment it needs it most.

• A Pipeline That Tells You the Truth

  Most contractor pipelines forecast beautifully and predict nothing. The fix is not better percentages, it is stages defined by what the customer did.

• The Record That Survives a Dispute

  What a contractor actually needs on file when a customer, an insurer or a licensing board asks what happened, and when each piece has to be created.

• What To Ask Any System Before You Put Your Customers In It

  Five questions that decide whether you can leave a CRM later, asked while the answers are cheap and the sales team is still returning calls.

Follow-Up

• Asking For the Review Without Breaking the Rule

  The FTC rule on consumer reviews changed what a business may do about its own. The compliant version is also the one that gets more reviews.

• The Five Minute Window, and What the Research Actually Says

  The lead response research is older and narrower than the slide decks suggest. Here is what it measured, what it did not, and what to do with it.