))
Episode #24 - The Low-Tech METHOD of getting a Deposit without CRM (Customer Relationship Management Softwear)
Manage episode 379068749 series 3465158
Contenido proporcionado por Shannon Miller and Kimberly Gonzales, Shannon Miller, and Kimberly Gonzales. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Shannon Miller and Kimberly Gonzales, Shannon Miller, and Kimberly Gonzales o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, we explore the traditional, low-tech methods of securing deposits without relying on Customer Relationship Management (CRM) software. While CRM systems are valuable, not everyone may have access or need for them, especially in the context of getting deposits for cleaning services. We discuss practical approaches that don't require advanced technology, ensuring you can secure deposits efficiently and effectively.
**Key Points:**
1. **Getting a Deposit:** It's increasingly common to request a deposit upon booking, particularly for one-time cleanings.
2. **Deposit Calculation:** Calculate the deposit amount (e.g., 50% of the total cost) and request it on the day of scheduling to secure the spot on your schedule.
3. **Old-School Method #1:**
- Create a PDF document with the cleaning details.
- Print out the document.
- Take photos of the document and send them to your phone for reference.
- Operate on a first-come, first-serve basis.
4. **Old-School Method #2:**
- Utilize platforms like getjobber.com.
- Ensure water and electricity are working before the cleaning tech's arrival.
5. **Merchant Accounts:** Set up a merchant account to validate your bank account and process payments.
- Examples include Square, Stripe, and QuickBooks.
6. **Money Transfer Apps:** Consider using apps like Zelle and Venmo, but be aware of service fees.
7. **Digital Calendar System:** Implement a digital calendar system to manage bookings and appointments efficiently.
8. **Benefits of Deposits:** Deposits are a standard practice in online transactions, providing security for both parties.
Join the Conversation: Share your experiences and tips in our Facebook group [link]. For sponsorship or inquiries, contact us at cleaningbusinesslife@gmail.com.
Featured Resources:
**Cozy Bliss Waitlist:** Don't miss out! Join the waitlist for Cozy Bliss link below.
**Cleaning Business Contracts Class:** Enroll in our Cleaning Business Contracts Class for essential contract knowledge [link].
**The Influence Factor:** Tune in to The Influence Factor by The Influencer Marketing Factory, a top podcast on influencer marketing, creator economy, social commerce, and more. Listen on Apple Podcasts and Spotify.
Don't forget to get on the wait list for Cozy Bliss
https://purevergreen.com/
Cleaning Business Contracts Class
https://klean-freaks-university.newzenler.com/courses/basic-contract-bundle
Questions? Feel free to reach out!
Shannon Miller: cleaningbusinesslife@gmail.com
Join my FB Group: https://www.facebook.com/groups/1583362158497744
YouTube: https://www.youtube.com/channel/UCIjMz_-9YyiFvNVIgb61iYg
To order All-Natural Cleaning Products: www.purevergreen.com
See Shannon's latest courses: www.KleanFreaksUnversity.com
Capíttulos
1. Episode #24 - The Low-Tech METHOD of getting a Deposit without CRM (Customer Relationship Management Softwear) (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:19:06)
3. (Cont.) Episode #24 - The Low-Tech METHOD of getting a Deposit without CRM (Customer Relationship Management Softwear) (00:19:47)
81 episodios
Compartir
