Customer referral tracking means writing down, on every new client record, which person or channel sent that client to you, and doing it the moment they first get in touch. Maybe most of your new work comes in by word of mouth. Great. But can anyone say which clients keep recommending you? Or whether anyone […]
A holiday cover plan names who is away and when, who backs up each client and queue, what that backup needs to know, and what waits until the person returns. That’s it. It’s May, summer leave requests are landing, and you probably remember last year’s tickets and client emails sitting unanswered for days while one […]