This course highlights the critical role of accurately entering how each customer heard about Firehouse Movers into the SmartMoving system. Properly recorded referral data directly influences strategic marketing decisions by identifying which advertising channels and outreach efforts generate the most leads. Inaccurate or assumed entries can result in misallocated marketing budgets, reduced lead quality, and fewer booked moves. Participants will learn the correct process for asking and recording referral sources and understand how their accuracy impacts not only company growth but also the success of the Concierge Team. This training ensures team members contribute to smarter marketing strategies and a consistent flow of quality leads.
3.8 PREREQUISITE TO BUILDING ESTIMATE: Referral Source and Tags
