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Customer Management Tips for Moving Companies

Jul 1, 2024 | Move Right Monday

Managing customers efficiently is crucial for the success of any moving company. Effective customer management not only enhances customer satisfaction but also helps in building long-term relationships and securing repeat business. Here are some top strategies to elevate your customer management game:

Streamlined Communication

Clear and consistent communication is the cornerstone of excellent customer service. Ensure your team is well-trained in communicating effectively with clients. Utilize CRM (Customer Relationship Management) tools such as Move Right to keep track of all customer interactions and preferences. This ensures that everyone is on the same page and that customer needs are met promptly.

Personalized Services

Customers appreciate a personal touch. Tailor your services to meet the specific needs of each client. Whether it’s providing detailed moving plans, offering packing services, or accommodating special requests, going the extra mile can set your business apart from the competition.

Feedback and Improvement

Encourage customers to provide feedback on your services. Use surveys, follow-up calls, or emails to gather their opinions. Analyze this feedback to identify areas for improvement. Showing that you value their input and are willing to make changes based on it can greatly enhance customer loyalty.

Efficient Issue Resolution

No matter how prepared you are, issues can arise. How you handle these problems can make or break your customer relationships. Train your staff to address complaints swiftly and effectively. Have a clear process in place for resolving issues and ensure customers are kept informed throughout the resolution process.

Leverage Technology

Invest in technology to streamline operations and improve customer service. Tools like Move Right can help manage schedules, track inventory, and automate communication, making the moving process smoother for both your team and your clients.

Build Trust and Transparency

Transparency builds trust. Be upfront about costs, timelines, and potential challenges. Providing clear estimates and keeping customers informed throughout the moving process can help manage expectations and prevent misunderstandings.

Show Appreciation

Small gestures of appreciation can go a long way. Whether it’s a thank-you note, a follow-up call, or a discount on future services, showing customers that you value their business can enhance their overall experience and encourage them to refer your services to others.


  • If a job has no sales agent and you edit the job you are now assigned as a sales agent automatically
  • Single use discounts are now also duplicated when you duplicate an event
  • Improve performance of the estimator when there is an intermittent connection
  • Fix the way some locations get formatted on the job confirmation page
  • Fix an issue where the number of bedrooms at the end location was not saving
  • Leads are now automatically closed after a certain period of inactivity
  • The job details card on the confirmation page now shows additional information about each location
  • Inventory notes are not visible from the location with which the event was shared from
  • Application-Wide Optimisations

Tips & Tricks

Did you know you can customize the “How did you hear about us?” options? Simply go to Business > Marketing > and add a new option or customize them from this page!

In the moving industry, understanding how customers discover your business is vital for effective marketing and customer acquisition strategies. The simple question, “How did you hear about us?” can provide a wealth of valuable insights. Here’s why it’s important and how to make the most of this information:

Identify Effective Marketing Channels

Knowing where your customers are coming from helps you pinpoint which marketing efforts are working. Whether it’s online ads, social media, word-of-mouth, or other sources, identifying the most effective channels allows you to allocate your marketing budget more efficiently.

Optimize Marketing Strategies

Once you know which channels bring in the most customers, you can tailor your marketing strategies to focus on these areas. For example, if a significant number of customers heard about you through social media, investing more in social media advertising and content creation can boost your reach and attract even more clients.

Enhance Customer Targeting

Understanding your customer demographics and how they find your business helps refine your targeting efforts. This means creating more personalized and relevant marketing campaigns that resonate with your audience, leading to higher engagement and conversion rates.

Improve Customer Experience

Collecting this information provides insights into what your customers value and trust. Knowing that they came through a referral or a trusted review site can help you tailor your interactions to meet their expectations, thereby improving their overall experience with your company.

Measure Campaign Effectiveness

By consistently asking this question, you can track the performance of specific marketing campaigns. If you launched a new advertising initiative, monitoring how many new customers mention this source can help you evaluate its success and make informed decisions about future campaigns.

Build Stronger Relationships

When customers share how they found you, it opens the door for deeper conversations and connections. Acknowledging their source can make them feel valued and understood, which is key to building long-term relationships and fostering customer loyalty.

Data-Driven Decisions

The data collected from this question provides a factual basis for your marketing decisions. Instead of relying on assumptions, you can make data-driven choices that are more likely to yield positive results and drive business growth.

Implementing the Question Effectively

  • Consistent Practice: Make it a standard practice to ask every customer how they heard about you. Train your team to incorporate this question naturally into their conversations.
  • Easy Recording: Use your CRM or other customer management tools to record and analyze this information efficiently.
  • Incentivize Sharing: Encourage customers to provide this information by making it easy and rewarding. For example, offer a small discount or enter them into a prize draw for their feedback.

By integrating this simple yet powerful question into your customer interactions, you can gain crucial insights that drive smarter marketing decisions, improve customer satisfaction, and ultimately grow your moving business.

What is Move Right Monday?

Move Right Monday is a weekly newsletter (you’re reading it) that will describe recent & upcoming updates, Move Right tips & tricks, insider updates, and more!

We send out updates on Monday (Via Move Right Monday) with information about what has been released in the past week and what large release will be released on that Wednesday. We typically push releases around 1PM Central Time but for more critical updates the release may happen in the evening.

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