What changed
We pulled 8,000 records out of legacy PDFs, cleaned and deduped them, and stood up a working CRM with the team's pipeline stages and follow-up sequences. Old quotes were tagged so the team could re-approach customers who'd gone quiet.
Outcome
- One searchable customer list, used daily by the office
- Follow-up campaigns running on past quotes that were sitting cold
- Owner can pull a list of past customers by service or year in seconds
- Foundation for adding scheduling and review requests next