As a dog walker, you want to spend the majority of your time with adorable dogs, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a dog walker. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a dog walker and make your CRM work for you.
As a dog walker, it will be especially important to collect information on the preferences of each dog and their owner.
•🐩Dog Breed (textbox listing type of dog)
•🦴Special Care Instructions (text area with details about the dog's needs)
•🐕Preferred Walking Schedule (text area listing the dog walking schedule for each dog)
•🚨Emergency Contact (textbox with the phone number to contact in case of emergency for each dog)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a dog walker, you can use a pipeline to track your entire process. From the first time you pet a new dog to when this dog becomes your regular walking companion—store all of that information in your pipeline. Take a look at an example pipeline for dog walkers below.
As a dog walker, you can use groups to keep track of the people and dogs you work with. Take a look at a couple example groups that are perfect for dog walkers below.
•👤Clients
•🐶Dogs
•🚶Other Dog Walkers
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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