2024 AP - Keep FUB Tight and Well-organized {{ currentPage ? currentPage.title : "" }}


To improve service, referrals, recruiting and reviews by minimizing the time spent searching for information in FUB. Our CRM can make almost all aspects of our business better if it is organized.

Who’s Responsible

Hannah is in charge of our CRM, but can work with Nick and Chelsea to decide upon best processes.

Annual Audit

December is a great time for an annual audit of our database, making sure that everyone from the year (and years past) is tagged correctly and in the correct stages with pertinent information. Instructions for conducting an audit must be recorded in the Wiki.

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