How are you qualifying new clients?
This is something we’ve struggled with for a few years. How and when to really qualify clients before you do the estimate. Right now our flow is typically people will call and speak to my Admin ...
Forum Discussion
Coming from the detailing side, I’m still building my process, but I think qualifying is important even when the estimate doesn’t require a drive. For me, I’d look at the vehicle, what condition it’s in, what services they want, where they’re located, and when they actually want it done. I wouldn’t necessarily end the conversation because of one bad answer, but I’d rather know upfront if the customer and the service are a good fit than spend time quoting a job that was never realistic. As I grow, I’m trying to build that qualification process into my business from the beginning