Growth Platform

CRM & Customer Database

Keep customer details, conversations and opportunities organised in one place, giving you a clearer view of every customer relationship.

Customer Reactivation

Reconnect with past customers and older opportunities, helping turn existing relationships into new work without starting from scratch.

Referral Automation

Create a consistent process for asking satisfied customers for referrals, helping generate new opportunities through people who already trust your business.

Customer Communication

Keep customers informed with consistent messages and follow-up throughout their journey, without relying on everything being done manually.

Booking & Reminders

Make it easier for customers to book and receive timely reminders, helping reduce missed appointments and unnecessary admin.

Growth Reporting

See key customer and growth activity clearly, with practical reporting that helps you understand what's working and where attention is needed.

HOW THE GROWTH PLATFORM WORKS

TURN DISCONNECTED PROCESSES INTO A SYSTEM FOR GROWTH.

CRM & Customer Database

Keep customer details, conversations and opportunities organised in one place, giving you a clear view of every customer relationship.

WHAT WE LOOK AT

✓ Where customer information is currently stored
✓ Whether customer records are complete and organised
✓ How conversations and interactions are tracked
✓ Whether opportunities are connected to customer records
✓ Where information may be duplicated or getting lost
✓ Opportunities to centralise customer information

Customer Reactivation

Reconnect with past customers and older opportunities, helping turn existing relationships into new work without starting from scratch.

WHAT WE LOOK AT

✓ How past customers are currently followed up
✓ Whether older opportunities are being revisited
✓ How inactive customers are identified
✓ Whether reactivation campaigns are being used
✓ Where previous customers may be getting forgotten
✓ Opportunities to generate repeat business

Referral Automation

Create a consistent process for asking satisfied customers for referrals, helping generate new opportunities through people who already trust your business.

WHAT WE LOOK AT

✓ How customers are currently asked for referrals
✓ When referral requests are sent
✓ Whether referral requests happen consistently
✓ How referred enquiries are captured and tracked
✓ Where manual steps could be automated
✓ Opportunities to generate more referrals

Customer Communication

Keep customers informed with consistent messages and follow-up throughout their journey, without relying on everything being done manually.

WHAT WE LOOK AT

✓ How customers are currently kept informed
✓ Which communications require manual follow-up
✓ Whether important messages are sent consistently
✓ How customer conversations are recorded
✓ Where communication gaps may occur
✓ Opportunities to automate routine communication

Booking & Reminders

Make it easier for customers to book and receive timely reminders, helping reduce missed appointments and unnecessary admin.

WHAT WE LOOK AT

✓ How customers currently make bookings
✓ Whether booking confirmations are sent automatically
✓ How appointment reminders are handled
✓ Whether missed appointments are followed up
✓ Where booking administration is still manual
✓ Opportunities to streamline bookings and reminders

Growth Reporting

See key customer and growth activity clearly, with practical reporting that helps you understand what's working and where attention is needed.

WHAT WE LOOK AT

✓ Customer and opportunity activity
✓ New and returning customer trends
✓ Booking and communication activity
✓ Referral and reactivation results
✓ Growth trends over time
✓ Opportunities to improve performance

WHY GROWTH SYSTEMS MATTER

TURN EVERYDAY PROCESSES INTO A GROWTH SYSTEM.

Growth becomes easier when your customer information, communication and follow-up work together. TradeEsi helps organise and automate these everyday processes so your business can operate more consistently without adding unnecessary admin.