Here you can read yours protocols of the office job, such handling a lead.
Never had interaction with us
We create contact with the client = and must use a tag for what the progress is right now.
Next Action – Keep calling the customer.
The customer didn’t answer, and needed to call again twice on the same day every 4 hours and twice the day after.
if now answer for more than a week, move to > “Customer rejected” and use “Never Answered” Tag.
We scheduled an estimate.
Need to follow up.
The client got an estimate from the office or the estimator. Need to follow up after a day > 2 days> 5 days.
The client doesn’t meet our profit criteria or we can’t help him.
The client doesn’t want service. Add a tag: “with diff company” / “due to price” – of that due price so we need to let Tal know about that.
The client signed & paid the deposit (if needed), we scheduled the job, and we assigned a tech for the job.
Use Sub-Status
Tech is on-site – The job started
Need to verify that the job met the clients satisfaction, the client had paid, and we asked for a review.
All the criteria before (Done pending approval) have been met.
Next Action
#1 add a tag “offer next year tune-up”
#2 – Call the clients as soon as possible and:
Only after you schedule the service, you are allowed to take the tag off.
Why the job has been canceled? Have to note that and update Tal immediately.