Page 53 - 2021 Detective Startup Training CIDI
P. 53

2/23/2021










                     Case Management

                     -  Case Management Software
                        -  TrackOps
                        -  My  Private  Eye
                        -  E-investigator
                        -  Crosstrax
                     -  Have some type of system to organize and prioritize
                     -  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














                     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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