As a pet sitter, you want to spend the majority of your time caring for your clients' cats and 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 pet sitter. 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 pet sitter and make your CRM work for you.
As a pet sitter, it will be especially important to collect information on the preferences of each pet and their owner, so that every pet sitting session is a success.
•🐕Special Care Instructions (text area listing any special requirements for each pet)
•🦴Favorite Treats (checkbox with preferred treats checked off)
•🏥Preferred Vet Clinic (textbox field with the name of pet owner's preferred vet clinic listed)
•🐱Pet Names (contact link field linking pet owner's record with records listing details of each pet)
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 pet sitter, you can use a pipeline to track your entire process. From the first time you meet a new pet to when you're saying goodbye when their owner returns—store all of that information in your pipeline. Take a look at an example pipeline for pet sitters below.
As a pet sitter, you can use groups to keep track of your clients, their adorable pets, and the veterinarians you go to when pets get sick. Take a look at a couple example groups that are perfect for pet sitters below.
•👤Clients
•🐶Pets
•🩺Veterinarians
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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