Every booked job moves through the same five stages. The businesses that book the most aren't doing more — they're leaking less at each stage.
The five stages
- Lead — someone reaches out.
- Qualified — they're a real fit for what you do.
- Estimate — you've quoted them.
- Scheduled — the job is on the calendar.
- Complete — the job is done and paid.
Where the leaks happen
Most leaks happen between Estimate and Scheduled. A quote goes out, the customer goes quiet, and nobody follows up. That's the gap where automation pays for itself fastest.
The other big leak is between Lead and Qualified — a lead reaches out and nobody responds for hours. By the time you call back, they've called someone else.
Keep Reading
All articles →CRM for Service Businesses: A Plain-English Guide
What a CRM actually does for a service business, when you need one, and why personalized beats off-the-shelf every time.
Read articleCRM & OperationsEstimate Follow-Up Systems: Stop Losing Cold Quotes
Most estimates that don't close didn't get rejected — they just went cold. Here's how to fix that.
Read article