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Carlie Urell

By refining operations, Carlie has saved time and money for Zen Windows. 

March 29, 2016
Carlie Urell, Director of Client Services & Franchise Support at Zen Windows, in Austin, Texas, 2016 Professional Remodeler 40 Under 40 awardee

Director of Client Services & Franchise Support

Zen Windows, Austin, Texas 

Age 30

Best practice: Using the tools available from Google, Carlie has found ways to streamline internal processes, which frees salespeople to spend more of their time with customers. Automated emails are set to deploy at key intervals, including following an appointment and after an order, and the system generates receipts and invoices. She also created a comprehensive handbook for new franchise owners. The guide takes them through larger topics such as finding installers and setting up a simple CRM system, as well as more detailed subjects like creating the correct email signature. 

Read more about the 2016 Professional Remodeler 40 Under 40 awardees.

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