TDA CRM: Complete Documentation

The Customer Journey

Visualizing Section 15: How it all works together.

SYSTEM ACTIVE
Goal 1
Attract More Leads
Capture via Forms & Chatbot
Goal 2
Nurture Effectively
Auto-SMS & Email Drips
Goal 3
Convert Prospects
Streamline Sales Process
Goal 4
Manage Reputation
Build Trust & Social Proof

The TDA Ecosystem Journey

1. Attract
Ads, Social, SEO
2. Capture
Forms & Chatbot
3. Nurture
Auto-SMS/Email
4. Close
Pipeline & Calendar
5. Advocate
Reviews & Referrals

Implementation Next Steps

  • Discovery & Strategy Session
  • Customisation & Branding Setup
  • Team Training & Onboarding
  • Launch & Ongoing Optimization

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