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
Wondering if you could adjust your process to eliminate a step. Perhaps you do a phone consultation in the request phase, and gave immediate interest and ask for an in person assessment. That’s where you’d schedule the request day and time. Perhaps eliminate the waiting period all together. The goal essentially is to reduce the time between first interaction and invoice collection. I anticipate that this additional step delays your process in moving the client through their customer journey. Try to close the gap a bit. I hope this helps!