Sunday, 9:40pm. A quote request for a move.
9:40pm · The request arrives
A customer writes on WhatsApp: “How much for a move from Ramat Gan to Haifa?”
9:40pm · The assistant asks
Which floor, whether there’s a lift, which large items and what date. The customer answers within minutes.
9:44pm · On the board
The assistant adds the tag “Quote” to the conversation, and the request lands on your leads board, linked to the conversation with every detail.
8:00am · Waiting on the board
You open the leads board, and last night’s request is there, with the customer’s answers.
9:15am · You send a price
You price it, send the quote in the chat as a message or a file from your invoicing software, and set the lead a callback in two days on the board.
Two days later · No answer
On the morning of the day you set, the lead appears in your daily WhatsApp reminder, if you switched it on, and you get back to the customer.
