Quote Process Overview Quiz

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Questions and Answers

What is the primary purpose of Step 0 in the Quote Process?

  • To gather the right information for the canned response (correct)
  • To update user details in Front
  • To label the quote as 'Won' or 'No Response'
  • To send a quote to the customer

What will happen if Step 0 is not completed?

  • The quote will be labeled as 'Won'
  • The user details will be updated automatically
  • The quote will be sent to the customer immediately
  • The canned response will not work (correct)

What is the maximum time allowed to send a quote to the customer after initial contact?

  • 1 hour
  • 30 minutes (correct)
  • 15 minutes
  • 2 hours

What should you do if the customer's preferred method is SMS?

<p>Send the quote via SMS (B)</p> Signup and view all the answers

Why is it necessary to update the user details in Front?

<p>So the canned response automation works (D)</p> Signup and view all the answers

What is the purpose of updating the Tag or Label in the quote process?

<p>To reflect the current stage of the quote process (D)</p> Signup and view all the answers

What happens if you do not update the Tag or Label in the quote process?

<p>You will have multiple tags or labels at a time (C)</p> Signup and view all the answers

What is the stage of the quote process where the customer has not responded?

<p>Quote4 - No Response (C)</p> Signup and view all the answers

What is the ideal response time for the first response to a customer?

<p>Less than 5 minutes (C)</p> Signup and view all the answers

What should be uploaded to the Scope of Work?

<p>A Google Map screenshot (A)</p> Signup and view all the answers

How many methods of contact are mentioned for customers?

<p>3 (B)</p> Signup and view all the answers

What is the purpose of the Canned response?

<p>To provide a template for convenience (D)</p> Signup and view all the answers

What should be confirmed with the customer after getting their address?

<p>The measurement of the fence and gate (B)</p> Signup and view all the answers

What tool is used to see the front of the property from the street?

<p>Google Street View (B)</p> Signup and view all the answers

What is the purpose of marking up the Google Map screenshot?

<p>To show the different fence sections (C)</p> Signup and view all the answers

What should be done after creating the quote?

<p>Make it live and get the link (C)</p> Signup and view all the answers

There are five major stages/labels within the Quote Process.

<p>False (B)</p> Signup and view all the answers

The goal is to send a quote over to the customer within an hour from initial contact.

<p>False (B)</p> Signup and view all the answers

Step 0 is optional in the quote process.

<p>False (B)</p> Signup and view all the answers

The Quote Process has six stages/labels.

<p>False (B)</p> Signup and view all the answers

The update of user details is not necessary for the canned response automation to work.

<p>False (B)</p> Signup and view all the answers

The quote process has a 'Lost' stage/label.

<p>False (B)</p> Signup and view all the answers

Quotes can have two tags/labels at a time.

<p>False (B)</p> Signup and view all the answers

The customer's preferred method of contact is not considered when sending a quote.

<p>False (B)</p> Signup and view all the answers

The SLA for the 1st response is ideally 10 minutes.

<p>False (B)</p> Signup and view all the answers

The customer's preferred method of communication is always SMS.

<p>False (B)</p> Signup and view all the answers

The quote is sent to the customer immediately after creation.

<p>False (B)</p> Signup and view all the answers

The Canned response is mandatory and cannot be modified.

<p>False (B)</p> Signup and view all the answers

The address is confirmed with the customer before sending the quote.

<p>True (A)</p> Signup and view all the answers

The Google Street View is used to see the property from the sky.

<p>False (B)</p> Signup and view all the answers

The measurement of the fence and gate is not required for an accurate quote.

<p>False (B)</p> Signup and view all the answers

The phone number is obtained from the customer's email.

<p>False (B)</p> Signup and view all the answers

Match the following stages in the Quote Process with their descriptions:

<p>Quote0 = NEW (Unresponded) Quote1 = PENDING (Info Needed) Quote3 = Won (Converted, Bid Accepted, Payment made) Quote4 = No Response</p> Signup and view all the answers

Match the following actions with their corresponding steps in the Quote Process:

<p>Find New Quotes = Step 0: New &amp; Update Update User Details = Step 0: New &amp; Update Update Tag Once Done = Step 0: New &amp; Update Provide a Rough Quote = Step 1: Quote Sent</p> Signup and view all the answers

Match the following tags/labels with their corresponding descriptions in the Quote Process:

<p>Outside Service Area = Outside UT - for installation services and Fence Kit deliveries Others = for any other reason (Product not available, OOS, etc) Quote4 = No Response Won = Converted, Bid Accepted, Payment made</p> Signup and view all the answers

Match the following communication methods with their usage in the Quote Process:

<p>Email = Customer's preferred method of contact SMS = Customer's preferred method of contact Phone = Not mentioned as a preferred method of contact In-person = Not mentioned as a preferred method of contact</p> Signup and view all the answers

Match the following pairs with their corresponding context in the Quote Process:

<p>30 minutes = Ideal response time for the first response to a customer 1 hour = Not mentioned as an ideal response time SLA = Not mentioned as an ideal response time Not specified = Not mentioned as an ideal response time</p> Signup and view all the answers

Match the following steps with their corresponding actions in the Quote Process:

<p>Step 0 = Find New Quotes and Update User Details Step 1 = Provide a Rough Quote Step 2 = Not mentioned in the process Step 3 = Not mentioned in the process</p> Signup and view all the answers

Match the following tags/labels with their corresponding stages in the Quote Process:

<p>Quote0 = NEW (Unresponded) Quote1 = PENDING (Info Needed) Quote3 = Won (Converted, Bid Accepted, Payment made) Quote4 = No Response</p> Signup and view all the answers

Match the following actions with their corresponding importance in the Quote Process:

<p>Updating user details = Necessary for canned response automation Updating the Tag or Label = Required for the quote process Sending a quote = Ideally within 30 minutes from initial contact Confirming address = Not mentioned in the process</p> Signup and view all the answers

Match the following steps in the quote process with their corresponding actions:

<p>Step 1 = Introduce yourself and get the customer's address Step 2 = Send a quick message about pricing and quotation Step 0 = Get the customer's quote request Scope of Work = Upload the Google Map screenshot and update the number of gates and removal/haul away information</p> Signup and view all the answers

Match the following communication methods with their corresponding actions:

<p>SMS = Use a canned response and modify it as needed Email = Ask any clarifying questions and get the customer's address Phone = Get the phone number from the contact details and paste it into the 3CX Dialpad All = Introduce yourself immediately</p> Signup and view all the answers

Match the following tools with their corresponding purposes:

<p>Google Map = Confirm the customer's address and mark up a screenshot Google Street View = See the front of the property from the street Loom = Record a video to share with the customer Qwilr = Create a quote template</p> Signup and view all the answers

Match the following stages in the quote process with their corresponding actions:

<p>Live = Share the quote with the customer and get the link Quote = Create the quote and upload the Google Map screenshot Overview = Review the quote process and customer information Canned response = Use a pre-written response to introduce yourself</p> Signup and view all the answers

Match the following information with their corresponding purposes:

<p>Measurement of fence and gate = Get an accurate quote Customer's address = Confirm the location and create a quote Preferred method of communication = Choose the best way to contact the customer Quote request = Start the quote process</p> Signup and view all the answers

Match the following SLA with their corresponding timeframes:

<p>1st response = Ideally &lt; 5 minutes, max 10 minutes Quote creation = Within an hour from initial contact Quote sending = Immediately after creation Customer response = No specific timeframe</p> Signup and view all the answers

Match the following quote process actions with their corresponding purposes:

<p>Create a quote = Send it to the customer Mark up the Google Map screenshot = Confirm the customer's address Update the Scope of Work = Get the correct information for the quote Use a Canned response = Introduce yourself to the customer</p> Signup and view all the answers

Match the following customer information with their corresponding purposes:

<p>Phone number = Use for phone calls Email = Use for email communication Address = Use for creating a quote Preferred method of communication = Choose the best way to contact the customer</p> Signup and view all the answers

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Study Notes

Quote Process Overview

  • The quote process consists of 4 major stages/labels: Quote0 (NEW, Unresponded), Quote1 (PENDING, Info Needed), Quote2 (Quote Sent), and Quote3 (Won, Converted, Bid Accepted, Payment made)
  • There are two additional labels: Quote4 (No Response) and Outside Service Area (Outside UT, for installation services and Fence Kit deliveries)

Step 0: New & Update

  • Find new quotes
  • Update user details, including name, email, and SMS
  • Update the tag or label based on the stage it is in

Goal of the Quotation Process

Providing the Quote

  • Provide the customer with a rough quote
  • Type up the quote on Qwilr using the relevant template (vinyl, composite wood, or metal)
  • Upload the Google map screenshot to the Scope of Work section
  • Update the number of gates and if removal/haul away is needed

Sending the Quote

  • Share the quote, make it LIVE, and get the link
  • Send the quote to the customer via their preferred method (email, SMS, or phone)

Initial Response

  • The SLA for 1st response is ideally < 5 minutes, max 10 minutes
  • Introduce yourself immediately and use a canned response, modifying it to make sense and personalize it as much as possible
  • There are three methods of contact: SMS, email, and phone
  • Use a canned response, but modify it according to the customer's preference and previous communication

Quote Process Overview

  • The quote process consists of 4 major stages/labels: Quote0 (NEW, Unresponded), Quote1 (PENDING, Info Needed), Quote2 (Quote Sent), and Quote3 (Won, Converted, Bid Accepted, Payment made)
  • There are two additional labels: Quote4 (No Response) and Outside Service Area (Outside UT, for installation services and Fence Kit deliveries)

Step 0: New & Update

  • Find new quotes
  • Update user details, including name, email, and SMS
  • Update the tag or label based on the stage it is in

Goal of the Quotation Process

Providing the Quote

  • Provide the customer with a rough quote
  • Type up the quote on Qwilr using the relevant template (vinyl, composite wood, or metal)
  • Upload the Google map screenshot to the Scope of Work section
  • Update the number of gates and if removal/haul away is needed

Sending the Quote

  • Share the quote, make it LIVE, and get the link
  • Send the quote to the customer via their preferred method (email, SMS, or phone)

Initial Response

  • The SLA for 1st response is ideally < 5 minutes, max 10 minutes
  • Introduce yourself immediately and use a canned response, modifying it to make sense and personalize it as much as possible
  • There are three methods of contact: SMS, email, and phone
  • Use a canned response, but modify it according to the customer's preference and previous communication

Quote Process Overview

  • The quote process consists of 4 major stages/labels: Quote0 (NEW, Unresponded), Quote1 (PENDING, Info Needed), Quote2 (Quote Sent), and Quote3 (Won, Converted, Bid Accepted, Payment made)
  • There are two additional labels: Quote4 (No Response) and Outside Service Area (Outside UT, for installation services and Fence Kit deliveries)

Step 0: New & Update

  • Find new quotes
  • Update user details, including name, email, and SMS
  • Update the tag or label based on the stage it is in

Goal of the Quotation Process

Providing the Quote

  • Provide the customer with a rough quote
  • Type up the quote on Qwilr using the relevant template (vinyl, composite wood, or metal)
  • Upload the Google map screenshot to the Scope of Work section
  • Update the number of gates and if removal/haul away is needed

Sending the Quote

  • Share the quote, make it LIVE, and get the link
  • Send the quote to the customer via their preferred method (email, SMS, or phone)

Initial Response

  • The SLA for 1st response is ideally < 5 minutes, max 10 minutes
  • Introduce yourself immediately and use a canned response, modifying it to make sense and personalize it as much as possible
  • There are three methods of contact: SMS, email, and phone
  • Use a canned response, but modify it according to the customer's preference and previous communication

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