Junk Removal

Problem

This junk removal operation had leads arriving through social and quiz-based funnels, but the team could not easily see how those contacts moved from appointment setters to closers. The operational problem was visibility across the handoff. Reporting needed to distinguish new contacts, booked appointments, and transfers between team members, so the business could review each stage without treating all CRM activity as the same result.

Solution

• Structured appointment-setter and closer pipelines in the CRM to make ownership of each stage clearer.
• Tracked new contacts, booked appointments, and setter-to-closer handoffs in weekly reporting.
• Added contact-source breakdowns so the team could review where incoming contacts were being recorded.