In this episode, we dive deep into how mobile event businesses can stay personal while they scale. Zach, Daniel, and Justin break down exactly how to use a CRM (Customer Relationship Management system) to give every client an A+ experience—without spending every waking hour on follow-ups and admin.
You’ll learn how the best coffee carts, photo booths, and mobile bars track every lead, automate their communication, and never miss a booking again. Whether you’re still using spreadsheets or already testing tools like HoneyBook or FlashQuotes, this conversation will show you what actually works for high-volume event businesses that want to grow without losing the human touch.
➡️ Grab the free growth guide for mobile event businesses → @FlashquotesHQ 📬 Join the community → Mobile Catering Accelerator on Skool
⸻ ⏱️ Timestamps 00:00 Welcome & why CRMs matter for event businesses 02:30 Justin’s first “CRM” and the spreadsheet days 04:20 Zach explains the difference between marketing, sales, and fulfillment 06:00 The promise of a CRM: every lead gets an A+ sales experience 08:00 What makes a good CRM (and what doesn’t) 10:15 Follow-up automation that keeps clients from slipping through the cracks 12:40 Staying personal while scaling your client base 14:45 How FlashQuotes acts as a beginner-friendly CRM 16:10 The top mistakes owners make when managing leads manually 18:30 Advanced systems for high-volume event businesses 20:45 How to know when it’s time to upgrade your CRM setup 23:10 Final thoughts: personal touch at scale
⸻ 🔑 Key Points • Why spreadsheets stop working once you’re booking real volume • The simple automation that doubles your bookings • How to track every quote without losing the personal touch • Signs you’ve outgrown your current system • What a “CRM” actually means for event businesses like yours
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