Digital Delivery of Estimate and Proactive Client Follow-up

we do make that available you can take a look at that you can check out our store where we sell copies of our estimate if you don't have a really good estimate packet all right now i'm going to walk you through the entire process you know what this process looks like doing the paperless estimates and the call will come into the office lisa will handle the call and she's going to gather you know the information necessary from the customer offer great customer service on the phone and then once she's off the phone she's gonna use um a computer and she's gonna use that computer on google earth and she's gonna use zillow or realtor.com and gather the information look at the home get a great view of the home study the home and then get the square footage that information um in studying home is gonna be entered into the estimate on quickbooks the estimate is and the bid packet is then going to be printed up it's going to be emailed to the customer because on the phone call every phone call lisa will always ask for an email because that's how we do our bids is through email the email is going to be sent and as soon as the email is sent and that's usually within a half hour doing an estimate now sometimes it's not until the next day but we have a policy it's always uh get the estimates done within 24 hours and we're always shooting for the first couple hours you know if it's not too busy but the estimate is emailed as soon as it is emailed lisa will call the customer back because if we ask for their phone number also she's gonna call back and say we emailed the estimates and um if you can check make sure you got it because it's interesting nowadays a lot of things will go to junk mail or on the junk folders so the customer is going to verify whether they got it and if not you want to verify um you know if the email address was right and everything so customer's got the email then she'll say you know you can look over the estimates and if you uh feel you want to talk to chris after you i've seen the number you know i can schedule a time for you to talk to chris or if you want to color consult after you've accepted the estimate we could send chris up for a color consult in that entire process now has done one person and that's going to take about 15 minutes to do that entire estimate versus probably about an hour and a half the two hours the old way if you have any questions or comments about this process that i've gone through just leave it down in the comment…