Great Customer Onboarding: WHY and HOW

How do you ensure customer success? Begin with great customer onboarding!     Long-term customer success builds customer trust, which we talked about last time as being a major factor to growing your business. It should start early and be consistent. Today...

The 3 C’s of Customer Trust

When your air conditioner stops working in the middle of summer, you REALLY want an HVAC tech on speed dial. We have one (shout out to Leonard!). We got his name from my brother-in-law. The first time Leonard came to our house was on a Sunday (yes, Sunday!) in July....

Why Make Multiple eBid Templates?

You may be thinking to yourself, “Why would I ever need more than one basic eBid template to send to my clients? I already customized it with my company’s info and photos. I’m all set!” The answer is – There are many reasons!   Maybe your company works on...

Drip Email Campaigns:

The Best Gift for You and Your Clients It’s great when you find 1 tool can do a multiple tasks. Take the Swiss Army knife. It’s a pocket knife, scissors, file, bottle-opener, screw driver, pliers, the list goes on. Well, today we’re talking about the...

User Friendly Interface

PEP has rolled out a new user friendly interface to make your experience even better! That means you can now control what the program looks like and how you interact with it.   Redesigned Toolbar The most noticeable change is the toolbar. It’s been redesigned to...