Stage 1
Clean data
Every lead, call and job note is recorded once, in one place and in a consistent format, so a person or an AI can find it later.
Crap in is crap out. Follow-up, campaigns and reporting are only as good as the records behind them, and an AI can only use what is organized and findable. This comes first because every other stage depends on it.
- Every new lead is recorded in one system with a name, phone number, source and what they asked for.
- Notes from calls and jobs are written the same way every time, not left in texts, on paper or in someone's head.