CRM for House Cleaners Edition
What is your best CRM Tip? – Your Answers
- Use the CRM, not just for your clients, but to keep track of vendors, employees, prospects, and past customers.
- Use your CRM to keep track of inventory. If a client has a particular product that they prefer, you can keep track of how much of that product you are using on that one account. This lets you adjust your prices if one client is costing you more than another.
- Create a loyalty program. Every 25 cleanings give 1 free. This encourages the client to book you for another 25 cleanings. You can track all this in your program.
- Choose a Customer Relationship Management program with SMS capabilities so you can broadcast text specials to your clients or prospects.
- Use your CRM to manage everything from personal tasks to calendar scheduling. Sync your personal and business calendar so you don’t overbook appointments.
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Ask a House Cleaner – CRM: What is it?
A CRM system allows you to manage your business relationships. A CRM takes place of your memory. You don’t have to remember all the details about your clients because
it’s all stored in your database.
Each client has an account. In it, you list their name, their spouse’s names, their kid’s names, and pets names. You can store their home address, telephone, email address, and special requests. Keep quotes you’ve given them here. This is where you include their birthdays, anniversaries and special family holidays.
You can track how many times a customer has canceled a cleaning. Or when they gave you a referral – and link them to the person they referred.
If you upsell a client on a special service like spring cleaning – you can mark the dates it happened and then upsell them again the following year.
You can schedule annual, bi-annual and quarterly projects on a recurring basis.
When you first start your cleaning business and you have three clients – remembering this stuff is easy.
When you have 10 or more clients, stuff starts slipping through the cracks.
If you’ve never used a CRM and your business is growing, now is the time to put one in place.
CRM + Social Media = Reputation Leverage
A recent article by Social Media Today got me thinking about connecting my CRM with social media platforms. The first reason is that by connecting them, you can track what your customers are saying about you online.
If a client is complaining about you on social media channels – you can resolve the issue publicly. This lets you keep your reputation intact, while you take the problem offline and resolve it with the client face to face.
Another reason to track this data is when client recommends you in social media outlets – it also gives you a chance to respond and reward those clients.
You can also like, share and repost these third party testimonials.
“Using social media for up-selling is not about the sales pitch itself. It is about taking advantage of the right opportunities at the right time.”
Time Saving Hack of the Week – CRM to Segment Email Lists
Use your CRM to email clients with super deals during slow times. If you have your clients email addresses, you can segment your email list with tags.
Tags allow you to create custom deals for part of your clients but not all. Let’s suppose some of your clients have children under the age of 10. You can create a custom tag. Let’s call it “Kids -10”.
Now let’s suppose that you have six cancellations in the same week. Well, that’s going to hurt your profits. So you segment your list by the people with the “Kids -10” tag.
And you send an email only to those clients. “Hey I’ve had a few cancellations this week so I’m running a special on toy room organization. I’ll help you toss or donate outgrown toys and make room for the toys you want to keep. I only have six openings, first come, first serve.”
You’re not looking for new clients here. You’re simply upselling to people who already know, like and trust you – who specifically need this offer. This is not an ongoing offer, it is just a way to fill in the gaps on a week when you have some free time. And by segmenting your email list, you’re not blasting (or bugging) all the clients you have who don’t have children.)
What’s going on with Angela? New CRM
Every business needs a CRM. Mine too. We’ve been using Infusionsoft over the past year at Savvy Cleaner. It’s a robust system with lots of bells and whistles.
Bells we weren’t ringing and whistles we didn’t know how to blow.
I’m a firm believer that you need tools to help you automate routine tasks. Especially as a small company. But for me, it was like going to the grocery store in an RV. All I needed was a set of wheels and a small trunk to put the groceries in – yet I was paying for all this other bulky stuff I wasn’t using.
So we switched to ConvertKit which is much more in sync with what we need.
It’s taken me a year of training to learn how Infusionsoft works and two days to learn how Convertkit works. So we are switching all our emails, databases and information over to the new system.
We’ve been transitioning all our records this week – so far it’s a seamless move, and I couldn’t be happier.
If you are looking for a CRM for your business – decide upfront exactly what you need. You can do this by comparing all the features on various platforms. Then buy a program SAAS (Software As A Service) that is easy for you to use.
If it’s not easy and you’re not using it – you’re wasting your money.Don’t ever miss a copy of this newsletter. Have it delivered each week to your inbox?