Case Study | Snave's Refinishing

Case Study: How BaySmart Automations Transformed Snave’s Refinishing Business

Introduction

Running a small business is challenging, especially when essential tasks like scheduling, invoicing, and marketing are handled manually. Many business owners find themselves overwhelmed, constantly juggling operations with little time to grow their business. That’s exactly where Snave’s Refinishing found itself—until BaySmart Automations stepped in to streamline operations and bring automation to the forefront.

The Problem

Snave’s Refinishing, a home service business specializing in refinishing bathtubs, countertops, tiles, and cabinets, was struggling with disorganization and inefficiency. The owner relied on his cell phone to store customer contact details, which became a major problem when he lost his phone—taking all of his business contacts with it.

Without a website, Snave’s Refinishing lacked an online presence, making the business appear unprofessional and limiting its ability to attract new customers. The owner also faced ongoing scheduling issues, frequently needing to sift through old text messages to figure out his next job. Many of his customers were saved only as phone numbers without names or addresses, making follow-ups difficult.

Marketing was another challenge. Whenever he stopped posting on social media, his impressions and engagement dropped significantly. Additionally, when business was booming, critical tasks like invoicing, requesting customer reviews, and long-term marketing efforts fell by the wayside. This led to a feast-or-famine cycle—periods of extreme busyness followed by slow times due to neglected marketing efforts.

The Solution

BaySmart Automations provided a complete digital overhaul for Snave’s Refinishing, implementing key automation and organizational tools to improve efficiency. The solution included:

• A Professional Website: We built www.snavesrefinishing.com, giving the business a polished online presence to attract and convert leads.

• Customer Relationship Management (CRM): Snave’s Refinishing was set up with a CRM to store all client information in one secure location, preventing future contact loss and improving customer communication.

• Automated Lead Capture: Any inquiries from the website or Facebook Messenger are now automatically saved in the CRM, ensuring no potential customer slips through the cracks.

• Pipeline Management: A structured sales pipeline was implemented, helping the business track leads at different stages:

  • New Lead

  • Appointment Booked

  • Appointment Scheduled

  • Proposal Sent

  • Closed

• Service Pipeline Automation: After a deal is closed, the system moves the client into a fulfillment pipeline to track progress on refinishing projects.

• Automated Reminders & Follow-Ups: Calendar automation helps Snave’s Refinishing stay on top of scheduled appointments, eliminating confusion about upcoming jobs.

• Marketing Support: To address inconsistent social media engagement, we set up reminders and templates for posting updates, as well as automated review request emails to encourage satisfied customers to leave feedback.

Want to see BaySmart Automations in action? Check out this quick 1-minute demo!

The Results

Since the system just launched, long-term results are still pending. However, the business now operates with a solid foundation that eliminates past organizational struggles. With a professional website, streamlined communication, and structured automation, Snave’s Refinishing is poised for growth and consistency.

Client Testimonial

“Before BaySmart Automations, I was constantly scrambling to find customer details, figure out my schedule, and stay on top of invoicing. Now, everything is organized, and I don’t have to worry about losing contacts or forgetting appointments. This system is a game-changer for my business!” – Snave, Owner of Snave’s Refinishing

Call to Action

Are you a small business owner struggling with organization and marketing? Let BaySmart Automations streamline your operations so you can focus on what you do best. Book a free strategy call today!