Manage episode 517831607 series 3694479
Hosts Stephen Olmon and Collin Trimble unpack how technology builds sellable, scalable security & life-safety companies. They reveal how connected systems—CRM, billing, and field service—create a “Customer 360” that boosts customer experience, drives predictable revenue, and reduces key-person risk.
If you want to exit someday (or just stop living in spreadsheet hell), this is your roadmap. From tech stacks to tactical CRM setup, you’ll learn how to modernize your ops and build a business that runs on systems—not you.
✨ What You’ll Learn
Build to Sell: Why every business should be built to be sold—even if you never plan to exit.
Customer 360: How integrated CRMs and connected tech personalize service at scale and increase retention.
CRM as Backbone: Why your CRM—not your inbox or spreadsheet—should be the center of your customer experience.
Avoid Key-Man Risk: How systemized processes make your company more valuable and acquirable.
Homework: Step-by-step setup—pick your CRM, load your top accounts, connect your website, and start tracking customer data today.
💼 Extra Special Thanks to Service Scalers!
We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel.
Want to learn how Service Scalers can do the same for you?
🔗 Connect
Stephen Olmon
Collin Trimble
More Entry & Exit — https://www.entryandexit.co/
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Chapters
1. Introduction and Importance of Systems (00:00:00)
2. Meet the Hosts: Colin and Steven (00:00:00)
3. Leveraging Technology for Business Growth (00:00:40)
4. Choosing the Right CRM and Billing Platforms (00:03:34)
5. Integrating Billing with CRM for Better Insights (00:20:20)
6. Avoiding Spreadsheets and Embracing Technology (00:21:56)
5 episodes