Optimizing Financial Systems for Business Growth

Jered, millionaire plumber, shares the key systems that helped him grow and sell his business for millions. He begins with his customer relationship management (CRM) system, which ensured excellent service and client retention. Jered then explains how hiring and training skilled customer service representatives (CSRs) to handle scheduling streamlined operations and kept everything running smoothly. He also highlights his financial management system, which provided clear business insights, followed by a hiring and training system that built a reliable team. Jered also discusses his marketing system, which consistently attracted new clients. Co-host Joel adds practical insights, helping listeners understand how these systems can apply to any business and drive success.