This article explains the importance of professional client communication and how to set up and use a default quote message for quick responses. It also highlights the need for follow-ups to improve customer engagement and increase job conversions.
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Make a Great First Impression
- Assume that customers have never heard of your business before.
- Ensure your communication is professional and polite.
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Responding to Customers
- Go to Jobs in your account.
- This is where you’ll view and respond to customer inquiries.
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Set Up a Default Quote Message
- A quote default message saves time and ensures consistent, professional responses.
- To set this up:
- Go to the Inbox menu.
- Select Quote Defaults.
- Create and save a new default quote message.
- Go to the Inbox menu.
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Using Your Default Quote Message
- When responding to a job, your pre-filled message will be ready to send.
- You can review and submit it quickly, ensuring efficient communication.
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Following Up with Customers
- After sending a message, follow up with the customer.
- This can be done via phone call or text message to increase the chance of securing the job.
