Day 42 and 43: Weekend Wins - Zoho CRM Enhancements and New Team Member Jasper

Jun 21, 2024 · 16m 52s
Day 42 and 43: Weekend Wins - Zoho CRM Enhancements and New Team Member Jasper
Description

Over the weekend, Josh focused on enhancing Zoho CRM automations and preparing for upcoming hires. He successfully conducted an interview with a promising candidate, Jasper, who will soon join the...

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Over the weekend, Josh focused on enhancing Zoho CRM automations and preparing for upcoming hires.

He successfully conducted an interview with a promising candidate, Jasper, who will soon join the team. Josh discusses the importance of thorough recruitment processes and the decision to start the new hire in a door-to-door role transitioning to digital appointment setting.

He also delves into the logistics of equipping his team with iPads and electric scooters to enhance efficiency and enjoyment in their roles. Additionally, he shares insights on setting up automated email and SMS systems to improve customer communication and streamline operations.

Tune in to hear about Josh’s strategies for scaling his solar business, the challenges of integrating new systems, and the excitement of building a motivated and efficient team. Stay updated on his journey and learn valuable lessons from his entrepreneurial experience.
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Author Josh Mackay
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