People, opportunities, and jobs are different units. New records for every request can inflate acquisition and hide repeat business. Link jobs carefully without merging people solely because they share a family phone.
Actions to try
- Define customer and request identifiers.
- Link new opportunities to the right contact while keeping job-specific statuses.
- Report new customers, new jobs, and repeat purchases separately.
An example for your team
Example: an office requests cleaning and then another assessment: two requests, not necessarily two acquired customers.
How to check the improvement
Check reports against a manual sample before using totals for campaign decisions.
Your review checklist
Check what you have reviewed. This list is kept only while this page stays open.
How we can help
At Community Noguer, we connect pages, content, and follow-up around what your team needs.
View the related service Use the self-assessment