How to Communicate Effectively with Clients

Make a Great First Impression
- Assume that customers have never heard of your business before.
- Ensure your communication is professional and polite.
Responding to Customers
- Go to Jobs in your account.
- This is where you’ll view and respond to customer inquiries.
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.
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.
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.

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.