Grading Your Customers Using CRM Tools
|How (and Why) to Grade Your Customers
Your shop puts in the same effort for every job—but not every customer delivers the same value. In this webinar, we’ll walk through how to grade your customers so you can focus your time, energy, and resources on the relationships that truly drive your business forward.
We’ll cover practical frameworks for evaluating customer fit, profitability, and long-term potential—plus what to do once you’ve identified your which customers drive more profit.
You’ll learn:
- How to define what a “good” customer really looks like
- Common red flags that cost you time and margin
- Ways to shift your pipeline toward higher-value work
If you’re feeling stretched thin or constantly chasing the wrong kind of work, this is the reset your team needs. You’ll leave with a clear approach—and a few tools to make this process simple and actionable.
