Page 90 - 2023 CIDI Notebook

Case Management
- Case Management Software
- TrackOps
- My Private Eye
- E-investigator
- Crosstrax
- Have some type of system to organize and prioritize
- Computer File Folder System / Email Folder System
- Cases
- 01-04-2020 – Client – Perez vs Perez
- 02-20-2020 – Client – Mandy Martinson
- Spreadsheet
- Work log Spreadsheet (for each case)

PI BUSINESS & MARKETING BASICS
JOHN MORRIS – EVCO INVESTIGATIONS

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Marketing
- Website
- Relevant Content
- Relevant Keywords (DO NOT SPAM or HIDE)
- Do NOT put prices on website (You will rarely close a sell without speaking to the customer)
- Have a few specialties (Do not try to be a one stop shop)
- Networking
- PPIAC
- Chambers of Commerce
- Business Associations

PI BUSINESS & MARKETING BASICS
JOHN MORRIS – EVCO INVESTIGATIONS

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