Track the decision before the job starts
Useful stages follow your actual process: inquiry, callback, visit, estimate and decision. The person responsible should know which conversations need action and which have closed.
A simple stage name helps only if the team uses it consistently. We agree ownership and what counts as a completed step before setting up automation.
Connect the pipeline to the conversation
The inbox and follow-up history should help someone pick up the thread without guessing what the customer was told. Reminder behavior needs to account for replies, bookings and opt-outs.
The acceptance test follows a real permitted test record through capture, assignment and the intended outcome. A screen full of example contacts does not prove delivery.
Keep operational software decisions separate
This scope focuses on customer acquisition and follow-up. Job costing, inventory, payroll, accounting, dispatch and full project management are not implied.
If you use an existing CRM or field-service tool, bring the specific connection or replacement requirement to the fit call. Migration and integration are verified individually.
