How to Take Your Business Pro! The ABCs of Starting

Adopt a CRM software like Copilot CRM to centralize all customer data, estimates, invoices, and call notes, moving away from disparate systems like Word and Excel.

Implement automatic deposit collection through your CRM to ensure payments are secured before work begins, reducing wasted time chasing checks and improving professionalism.

Create a Google Business Profile (Google Listing) and actively seek 30-40 Google reviews from past clients, friends, and family to significantly boost local lead generation.

Utilize the CRM's scheduling features to manage the company calendar, allowing you to clearly communicate lead times to customers and avoid friction over service areas.

Develop an internal 'wiki' or FAQ document by noting down every question you ask your husband and his answers, empowering you to handle customer inquiries independently and reduce his administrative load.

Focus on getting the administrative side of the business organized and efficient first; this will provide data and clarity that can later be used to address more complex issues like pricing strategies.

When setting up your Google Business Profile, select 'service area business' and list only the cities you wish to serve, intentionally excluding areas like Point Roberts to better control your lead flow.