Page 104 - 2022 Colorado Investigative Development Institute (CIDI)
P. 104

6/3/22










                     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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