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Initial Contact (Quote (Estimate (Project Signoff (Crew Start Date…
Initial Contact
Quote
Estimate
Project Signoff
Crew Start Date
Progress
Completion
Customer Follow Up
Final Site Visit
Bottle of Wine?
Referral Plan?
completed materials list
Data Collection - Crew Gives Customer paper form
Project Tracking software
Steps Progress
What do we do for the cx on first day?
Input materials list
material database collection
Contract Process
Equipment Needed
Evaluate Takeoff Software
Conversion Rate Tracking
CX Data Collection
Basic CRM
What are the costs?