CRM Operations Guide
The follow-up SOP every tint and PPF shop should run
Most revenue leaks happen between first inquiry and final close. SOPs fix that.
Trigger flow to implement
- New lead: immediate SMS + 5-minute follow-up
- No reply: day-one reminder with booking CTA
- Booked: confirmation + 24h and 2h reminders
- Missed call: instant textback message
Pipeline discipline
Every lead should always have a next action and assigned owner.
Weekly review
Track lead volume, booked rate, show rate, close rate, and lost reasons.
Choose Your Plan