Maximize Your Hail Repair Business: CRM and Workflow Mastery for Trade Professionals

🔧 Welcome to the Ultimate Guide for Hail Repair Trade Professionals! 🔧

🚗 In this must-watch video, Jesse, an expert in CRM and workflow optimization, takes you through the ins and outs of effectively managing your hail repair business. Discover how custom fields, insurance records, and detailed contact information can transform your day-to-day operations and client interactions.

💡 What You'll Learn:

How to map insurance and rental details to your opportunity records.
The secrets to tracking glass repair, paint needs, and PDR technician assignments.
Streamlining client intake and supplemental information.
Utilizing direct-to-pay forms for efficient contact record creation.
Implementing action triggers and tags for precise record sourcing.
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💬 Got questions or feedback? Join the conversation in the comments section. Jesse is ready to address your queries and share additional tips!

🚀 Special Features:

Access to our knowledge base and FAQs through our CRM.
Exclusive training in customer lifecycle automation.
Easy scheduling for strategy calls to take your business to the next level.
📆 Mark your calendar! By Monday, get ready to fully leverage our updated opportunity and record tracking system.

🔗 Useful Links:

Partner portal for referrals and discounts on services.
Subscribe to our YouTube and private Facebook channel for more updates.
🎁 Calls to Action:

Check out our Help Center for free training resources.
Book your strategy call today!
🏆 Together, let's drive your hail repair business towards unprecedented success!