Site: https://www.kleskmetalstamping.com
Added bhumidinvints@gmail.com as admin
- Efficient Client Interaction: Transform the "Request A Quote" page into "Speak To An Expert," focusing on a client-friendly approach that captures essential information without overwhelming the user.
- Make sure to change all buttons on site that say “Request A Quote” to “Speak To An Expert
- Data Collection Simplification: Redefine data fields to include only critical contact and business information, along with the client's project stage. This ensures ease of use for clients and efficient data capture.
- Centralized Data Listing: Utilize Google Sheets or Airtable for a centralized, manageable, and scalable data repository. This serves as a foundational platform for future automation and tracking enhancements.
- Log all entries to the site linked below
- Strategic Data Logging: Begin a structured data logging process to track all client interactions and project statuses, laying the groundwork for comprehensive data analysis and client management.
- Use zapier account that I shared access with bhumidinvints@gmail.com on
- Future Streamlining and Automation: Establish a framework that allows for easy integration of automated sms follow-up and advanced process improvements, adhering to the "Less is More" philosophy.
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