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
My office uses a large white board with categories
-Leads-a new request through jobber or another point of contact
-in process-we have sent quote
-jobs to be scheduled-approved, once job is approved, all client info is in Jobber, if the lead doesnt move forward, I just archive the quote or request if we did not proceed to quote.
We have 2 office staff and the board is visible to each of us, we have at least one meeting weekly to review the board, who we have both spoke with and during this time, we reach out to the leads that may be waiting on something to confirm the decision, etc. Setting up this weekly meeting to review the new leads, quotes and any materials needed for scheduled jobs has saved us time and helping keep guess work out of remembering who we have spoke with and who we need to call back! I also use client notes on Jobber for any information the teams need to know prior to start of the job. Hope this idea may help and looking forward to any future new features from Jobber!