Client session

Home Promise

Monday, April 20, 2026 at 8:00 PM

Duration (min)

Notes

### CRM Workflow Automation Discussion

- Saber's current follow-up process extremely manual and time-consuming
  - 101 open bids requiring daily follow-ups
  - Multiple clicks between filtering, calling, emailing, updating records
  - System returns to top/bottom after each action, requiring constant scrolling
- Jack praised Saber's workflow optimization skills
  - Rare 1% employee who creates efficient processes independently
  - Handles follow-ups, marketing, and other tasks without direction

### Email Template Integration Plan

- Automate Saber's multi-step email process
  - Currently copies templates, manually fills customer data (quote numbers, names, project details)
  - Uses different templates based on follow-up stage (1st, 2nd, final, on-hold, missing info)
- Technical approach using Resend API
  - Free tier available for initial implementation
  - Need to research multi-user email authentication
  - Templates would auto-populate with bid data
- Implementation: One-click email sending directly from CRM
  - Review template before sending
  - Emails still appear in Outlook

### Task List and Filtering Improvements

- Build comprehensive task management system
  - Daily task list showing follow-ups, priorities, action items
  - Replace current manual filtering and scrolling process
- Enhanced filtering capabilities needed
  - Save custom filter combinations (similar to Pipedrive)
  - Show only today's follow-ups with relevant columns
  - Hide unnecessary data (title, amount, probability)
- Flag system improvements
  - Add names/labels to color flags (red = Darren action needed, blue = waiting on customer)
  - Integrate flags with task automation

### Platform Migration Consideration

- Discussed moving off Lovable platform
  - Current platform good for dashboards but limited for advanced automation
  - Migration would enable more sophisticated integrations and AI task delegation
  - Could automate tasks currently requiring human intervention

### Scaffold Exchange Content Development

- Saber to create SEO-optimized resource pages
  - Each equipment type needs dedicated article with proper keyword targeting
  - Include H1/H2/H3 structure, metadata, image alt text
  - Target specific scaffolding equipment searches
- Content creation process
  - Start with one perfect example page
  - Use SEO tools (SEMrush) for optimization guidance
  - Provide content in Google Doc format for Nick to import
- Darren planning to hire Filipino contractors for business profile data entry
  - 1,200+ businesses to populate within 30 days
  - $4-5/hour for data scraping and validation

### Next Steps

- Saber: Create Resend account and provide Nick access for email integration testing
- Saber: Develop one complete SEO-optimized resource page as template
- Nick: Research multi-user email authentication for Resend
- Nick: Build task list and enhanced filtering system
- Nick: Create framework for email templates with variable insertion

Action items