When a client calls in for an estimate, we use this opportunity to get the required information and also add them to our client list, not to tell them a price during the first call in.
This approach gives us multiple “Touch Points” with the client. Instead of being the “unknown” on the other end of the line, we are now perceived as “friends”, that have been contacting each other back and forth. Also, this approach doesn’t leave a client on the phone or on hold while we prepare an estimate.
It is a REQUIREMENT to call the client back. This process does not work if we don’t reach out again and leave the client waiting for a response.
Clients are able to submit estimate requests through many of our online communication tools. Mostly, they are sent to our website to fill out a form. That form is sent by email to anyone that is being forwarded emails from Estimates@IntegrityCOS.com. The service director will assign a service consultant to create an estimate immediately upon receipt of the emailed estimate request. Once the consultant completes the estimate, they will attempt to call the client to discuss the request and encourage them to schedule an appointment. If the client does not answer the phone, we will send a copy of the estimate through the “Share” button in Shop-Ware. We will send both email and text and wait for them to respond. If we have not heard from the client in an hour, we will try to call one more time.
Refer to New Client process
Different Steps are below:
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