Lead Qualifying Workflow in Jobber
I may be hitting the edge of what Jobber can do in terms of it's sales CRM capabilities. BUT maybe someone has a good idea. For my higher ticket item: Permanent Christmas Lights I schedule a site vi...
Forum Discussion
You don't need a new CRM just yet. Here are the 2 quickest Jobber fixes for that "talking to the spouse" limbo stage:
- The "Draft Quote" Trick (Best Option): As soon as you give rough pricing over the phone, convert the Request into a Draft Quote. This clears it out of your Request queue, keeps pricing logged, and lets you set a Follow-Up Task for 3 days later.
- Custom Pipeline Stages: Go to Jobber's Sales Pipeline view and add a custom stage like "Pricing Given / Pending Assessment". Just drag the Request card there to separate qualified leads from raw, unread inquiries.
Bottom line: If they're in limbo, move them out of Requests and into a Draft Quote or a Pipeline Stage. If you still need heavy automated SMS nurture sequences to close them, then grab a sales CRM.