I'm building Reflex, the agentic CRM from NeuralFlow AI. A crew of AI agents answers leads, follows up and books, and you approve every send. Every action is logged with undo, and you can pause the agents any time. Reflex is in early access: https://t.co/NUZ2cl6a4k
@manish_fp Retention curves are a good lens because they show whether a product keeps solving the same problem. Pair them with what your retained users did in their first week and you get a clear picture of what to steer new users toward. Do you see a common first action?
@SMB_RealEstate Treating the BDM as an acquisition channel rather than a sales role is a smart frame. With trade partners, it helps to log which partner sent each job from day one, so every relationship's payoff is easy to see later. How will you track referrals?
Question for owners who run crews:
When a customer asks for a change halfway through a job, how does it get written down?
A text to the tech, a note on the work order, or a new signed quote?
Curious what holds up best by the time you invoice.
@Matyas_Jirsa The router job is usually the first thing worth writing down. If the rule for who gets what is clear enough to say out loud, it is clear enough to hand to a tool, and the founder gets their afternoons back. What is the hardest request type to route?
Reflex, powered by NeuralFlow AI, is the CRM I'm building.
Every customer, every deal and every next step lives in one place.
The agents keep the records updated and draft follow-ups, with the reason for each. You approve every send.
Book a free demo: https://t.co/vYb2mParrK
@FiloPietra Events like that are where I find the real value is in the follow-up, not the booth chats. The notes you write that same night decide whether any of those conversations turn into something. How do you keep track of who said what once you're back at the desk?
@earifcom The "one tag, three actions" point is the part most small teams only discover after a customer gets three emails. Mapping what each field change can trigger before connecting anything saves a lot of cleanup. Do you keep that map written down or in the CRM itself?
A rule I try to build by: before adding anything, ask what it lets a busy owner stop doing.
Another screen to check isn't help. One less place to look is.
If I can't name what a feature replaces, it waits.
@peeplaja Running a small agency taught me the same thing. Customers describe the outcome they want, rarely the service you actually deliver. Once I started writing our offer in their words, the right conversations got a lot easier. How do you spot their language?
@DornerLandBkLLC Following up the day the work is done is the habit that matters most in a small shop. Once a few jobs overlap, the invoice that goes out late is usually the one that gets paid late. Do you send those yourself or does someone else on the team?
@dhaivatnj Building a system for a real company just to test and learn is a great way to find out what actually works. Data is usually the hard part, and the sales context on top is what makes it useful. What was the surprise once you ran it on live signals?
@mattjohnsonjm Treating the audit as two separate questions makes sense, since where a business stands on Google and where it shows up in AI answers rarely line up. Which of the two do owners tend to underestimate more?
@blaynezz Writing the follow-up right after the call is the one I'd put first too. It's easy to push it to tomorrow when the day gets busy, and by then the details are fuzzy. Do you keep the steps in a shared doc so a new hire could pick them up?
@CaseyMeraz Splitting first-time callers by where they found the firm is a much cleaner signal than a raw call count. Do firms usually change where they spend once they see it broken out that way?
@ropewrites Agree. Most deals I've seen die quietly weren't lost to a competitor, someone just forgot the follow-up. A date plus one line on why they said not now makes the next call much easier. Do your reps note the reason too?
@systemizedsales Asking if it is still a priority is fair to both sides. At a startup I worked at, the deals that kept sliding almost always had no clear next step written down. Do you have closers note why each reschedule happened?
@dhaivatnj Picking one specific problem and solving it well is the best advice I got as a founder too. Titles blur together, but a customer feels it right away when someone owns one thing. What was the problem that clicked for you?
@HobokenLockCo A haunted lock shop with candy and photo spots is a great way to get the neighborhood through your door, especially for families. Love seeing a local shop have fun with the season. Does the kid crowd tend to show up after school?
@All1Mechanical1 Helping people recognize the early signs is a good habit, since most folks only call once the system is already struggling. Do you get more calls after posts like this, or does it mostly keep you top of mind?