A small team doesn't need twenty marketing tools. It needs six jobs done automatically, in the right order, so nothing falls through the cracks. Here they are, with what each one needs to work.
1. Every lead in one place
Website forms, calls, DMs and ads should all land in one CRM. Needs: a CRM your team will actually open, and every form connected to it.
2. An instant first response
A text or email goes out within a minute of every new lead, with a real next step. Needs: a short, honest message and a booking link.
3. Follow-up that doesn't depend on memory
A sequence over two to three weeks for people who aren't ready yet, stopping the moment they reply. Needs: four to six messages that each give a reason to answer.
4. Booking without back-and-forth
A calendar link that only shows real availability and sends reminders. Needs: clear appointment types and buffers.
5. Reviews on autopilot
A review request after every completed job, timed for when customers are happiest. Needs: a trigger when a job is marked done.
6. One report you'll read
Leads, response time, booked calls, closed jobs and cost per lead on one page. Needs: Google Analytics set up properly and your CRM connected to it.
Specific tool picks for each job will come from our Would It Work? tests as they're published.