WEBVTT

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I'm Sean with All Ways Better.

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A useful follow-up starts with the record.

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A new enquiry enters the CRM with

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its source and contact details.

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Calls and notes add what the customer

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needs.

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Ask Aria about that lead.

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Here, Jamie wants a replacement estimate.

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Aria identifies the heater size and service

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address to confirm before quoting.

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Now open Dana's separate opportunity.

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The visit, quote, and call notes explain

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how this job reached the proposal stage.

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Ask what happened and what comes next.

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Aria brings the quote and conversation history

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into its answer, so your team can

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check the follow-up before making the call.

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See CRM Assistant with your workflow at

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awbai.com.