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
Sure, here's the workflow as it stands for permanent Christmas lights.
Sometimes customers spend time in the qualifying step. It may take several tries to make initial contact, to confirm what scope of work they are interested in. We provide an estimate, and they're not sure if the pricing is in their budget, or they want to get a spouse opinion before "wasting my time".
Jobber has clear request statuses for New Requests, and once they confirm they want a quote we're all good. But I find it useful to be able to identify if we've made an effort to contact them, and if we've presented them with an estimate. If I could snap my finger and magic up a change to the Jobber workflow I'd introduce two request statuses: Contacted, and Estimated.
Does that help describe my process?