VA Tasks To Do Right Now Before Busy Season 👩💼
What are some things you are having your VA's or office managers doing right now to help you prepare for the season? Here is a quick 5 action items on what we are working on: ✅ Collecting deposits and approving repeat business. Updating any designs for repeat clients. This gets repeat clients in the Que and ready to be scheduled once all crews are running for residential clients. All commercial clients are being followed up with via phone call to update on scheduling. Zoo is done, rolling in Franklin this week, and now talking with city of Indianapolis on timeline so they are ready for us come beginning of the second week of October. ✅Creating custom 5 arounds for each repeat client we acquired in 2024. Previous years already completed. This is GOLD. Can dive into details in a group call. ✅Following up with ALL open leads from 2024 (especially commercial clients). This is done via text message and emails. We will target these open leads all the way up to middle of November automatically. ✅Notifying all pressure washing clients season is coming to end on X date via text message and email. Perfect time to make sure everyone knows we offer Christmas lights. ---> offer Free Design and quote to clients ✅Reviewing SOP's for sales process and updating as needed. Key thing here is to have a level 10 meeting with your team if you didn't already do so at the end of the season last year and review wins, losses, opportunities, and strengths you can work on this year!