Every member on our team that works directly with clients should document the work they’re doing, and the interactions they’re having. We use Zoho Projects to record this information.
By developing this tool, we create a business-development asset that will help us grow. It professionalizes our company. Our sales team can use this tool to show prospective customers what differentiates us from others:
Please watch the 3-minute video to see how simple it is. Carole and I will monitor projects daily to learn more about the work our team is doing to meet the needs of the customers that hire us.
Each pay period, I will look at projects. If contractors ask for a payment, then we should see a corresponding note in projects.