Photo: Osprey Exterior
How do you not forget to follow up with people?
How do you not forget to follow up with people?. I feel like I’m constantly losing track of follow-ups with potential clients.
Spreadsheets work until they don't
Most 1–15 tech shops start in Google Sheets. The breaking point is when open leads outgrow one person's memory — not when accounting needs ERP.
Layer automation, don't rip and replace
Keep QuickBooks for books. Keep Jobber for scheduling if it works. Add speed-to-lead and quote follow-up without migrating ten years of history on day one.
Import open pipeline only
You don't need every dead lead from 2019. Import what's still winnable and automate from there.
What owners are saying
- 29yo COO of $16M family business: profitable on paper but cash-flow negative and now behind on rent. What woul
- For your accountant, do you just give a pile of receipts?
- When's a good time for a business to integrate an ERP?
- Do small niche businesses actually become successful?
Automate lead response + quote follow-up
5-minute lead response + automated quote follow-ups for trade contractors
Start 14-day free trial →