Restoration Pros Unplugged

From Documentation to Deal-Maker: DocuSketch Strategies for Restoration Growth

Clinton James Season 1 Episode 39

In this episode of Restoration Pros Unplugged, Clinton James sits down with Holly Baldwin, Senior Customer Success Manager at DocuSketch, to uncover how restoration companies can transform an advanced documentation tool into a powerful sales and marketing engine.

Holly shares her journey from her early days at Servpro to becoming a key leader at DocuSketch, where she now helps restoration professionals streamline operations, win more business, and deliver a true “white glove” customer experience.

Key topics covered in this episode:

  • Holly’s career path from Servpro to DocuSketch.

  • What DocuSketch really is and why it’s more than “just a documentation tool.”

  • The “no-cost pre-loss scan” strategy and why it’s a game-changer for winning prospects.

  • How restoration pros are using 360 tours and before/after portfolios to stand out from competitors.

  • Real-world examples of DocuSketch saving companies thousands in liability claims.

  • Overcoming objections like “we already sketch by hand.”

  • The “access deactivation” follow-up tactic that keeps you top-of-mind with property managers.

  • How to integrate DocuSketch with ERPs, marketing campaigns, and sales systems.

  • Why Holly believes in systems over goals for consistent sales success.

If you’ve ever thought DocuSketch was “just a documentation tool,” this episode will change the way you see it.

Visit: https://www.docusketch.com/


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