Meet The Kennedy Brothers
The client in question is Kennedy Brother Commercial painting. They run a service based business and are looking to build processes around following up with and completing multiple types of jobs for multiple types of properties. in addition to effectively track their Deals and increase the speed at which they travel through the pipeline, improve data collection for properties, reduce the number of time-consuming tasks, and make their employees’ jobs easier.
You should be to addressing all of the pain points outlined in the prompt. It would also be a great idea for you to brainstorm additional quality of life improvements for the system which might make the system more helpful and user-friendly.
As you read though each of the outlined issues, create a flowchart which outlines how you feel the system should be designed, then create a statement of work which details what will need to be built in the CRM I in order to make your system work properly.