Max was an entrepreneur who had a local real estate business.
He had a sales team. He was advertising his business both online and off.
Phones were ringing, and deals were closing.
Max (name has been changed at our client's request) had a lot going on - but what Max didn't have was a plan on how to followup with leads that slipped through the cracks.
And he didn't have a plan to help his sales team automate all the internal tasks that were repetitive and time-consuming.
Like Max, most small business entrepreneurs feel overwhelmed and uncertain about what they should include in their marketing [...]