Podcast
Questions and Answers
What is the primary purpose of Step 0 in the Quote Process?
What is the primary purpose of Step 0 in the Quote Process?
What will happen if Step 0 is not completed?
What will happen if Step 0 is not completed?
What is the maximum time allowed to send a quote to the customer after initial contact?
What is the maximum time allowed to send a quote to the customer after initial contact?
What should you do if the customer's preferred method is SMS?
What should you do if the customer's preferred method is SMS?
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Why is it necessary to update the user details in Front?
Why is it necessary to update the user details in Front?
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What is the purpose of updating the Tag or Label in the quote process?
What is the purpose of updating the Tag or Label in the quote process?
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What happens if you do not update the Tag or Label in the quote process?
What happens if you do not update the Tag or Label in the quote process?
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What is the stage of the quote process where the customer has not responded?
What is the stage of the quote process where the customer has not responded?
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What is the ideal response time for the first response to a customer?
What is the ideal response time for the first response to a customer?
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What should be uploaded to the Scope of Work?
What should be uploaded to the Scope of Work?
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How many methods of contact are mentioned for customers?
How many methods of contact are mentioned for customers?
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What is the purpose of the Canned response?
What is the purpose of the Canned response?
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What should be confirmed with the customer after getting their address?
What should be confirmed with the customer after getting their address?
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What tool is used to see the front of the property from the street?
What tool is used to see the front of the property from the street?
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What is the purpose of marking up the Google Map screenshot?
What is the purpose of marking up the Google Map screenshot?
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What should be done after creating the quote?
What should be done after creating the quote?
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There are five major stages/labels within the Quote Process.
There are five major stages/labels within the Quote Process.
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The goal is to send a quote over to the customer within an hour from initial contact.
The goal is to send a quote over to the customer within an hour from initial contact.
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Step 0 is optional in the quote process.
Step 0 is optional in the quote process.
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The Quote Process has six stages/labels.
The Quote Process has six stages/labels.
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The update of user details is not necessary for the canned response automation to work.
The update of user details is not necessary for the canned response automation to work.
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The quote process has a 'Lost' stage/label.
The quote process has a 'Lost' stage/label.
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Quotes can have two tags/labels at a time.
Quotes can have two tags/labels at a time.
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The customer's preferred method of contact is not considered when sending a quote.
The customer's preferred method of contact is not considered when sending a quote.
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The SLA for the 1st response is ideally 10 minutes.
The SLA for the 1st response is ideally 10 minutes.
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The customer's preferred method of communication is always SMS.
The customer's preferred method of communication is always SMS.
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The quote is sent to the customer immediately after creation.
The quote is sent to the customer immediately after creation.
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The Canned response is mandatory and cannot be modified.
The Canned response is mandatory and cannot be modified.
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The address is confirmed with the customer before sending the quote.
The address is confirmed with the customer before sending the quote.
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The Google Street View is used to see the property from the sky.
The Google Street View is used to see the property from the sky.
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The measurement of the fence and gate is not required for an accurate quote.
The measurement of the fence and gate is not required for an accurate quote.
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The phone number is obtained from the customer's email.
The phone number is obtained from the customer's email.
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Match the following stages in the Quote Process with their descriptions:
Match the following stages in the Quote Process with their descriptions:
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Match the following actions with their corresponding steps in the Quote Process:
Match the following actions with their corresponding steps in the Quote Process:
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Match the following tags/labels with their corresponding descriptions in the Quote Process:
Match the following tags/labels with their corresponding descriptions in the Quote Process:
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Match the following communication methods with their usage in the Quote Process:
Match the following communication methods with their usage in the Quote Process:
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Match the following pairs with their corresponding context in the Quote Process:
Match the following pairs with their corresponding context in the Quote Process:
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Match the following steps with their corresponding actions in the Quote Process:
Match the following steps with their corresponding actions in the Quote Process:
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Match the following tags/labels with their corresponding stages in the Quote Process:
Match the following tags/labels with their corresponding stages in the Quote Process:
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Match the following actions with their corresponding importance in the Quote Process:
Match the following actions with their corresponding importance in the Quote Process:
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Match the following steps in the quote process with their corresponding actions:
Match the following steps in the quote process with their corresponding actions:
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Match the following communication methods with their corresponding actions:
Match the following communication methods with their corresponding actions:
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Match the following tools with their corresponding purposes:
Match the following tools with their corresponding purposes:
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Match the following stages in the quote process with their corresponding actions:
Match the following stages in the quote process with their corresponding actions:
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Match the following information with their corresponding purposes:
Match the following information with their corresponding purposes:
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Match the following SLA with their corresponding timeframes:
Match the following SLA with their corresponding timeframes:
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Match the following quote process actions with their corresponding purposes:
Match the following quote process actions with their corresponding purposes:
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Match the following customer information with their corresponding purposes:
Match the following customer information with their corresponding purposes:
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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
- Send a quote to the customer within 30 minutes from initial contact
- Overview of the quotation process: https://www.loom.com/share/36fe14d6add9482aa0fcaddd2e438320?sid=cdd621f0-5545-4f70-8985-b99d374f019c
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
- Send a quote to the customer within 30 minutes from initial contact
- Overview of the quotation process: https://www.loom.com/share/36fe14d6add9482aa0fcaddd2e438320?sid=cdd621f0-5545-4f70-8985-b99d374f019c
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
- Send a quote to the customer within 30 minutes from initial contact
- Overview of the quotation process: https://www.loom.com/share/36fe14d6add9482aa0fcaddd2e438320?sid=cdd621f0-5545-4f70-8985-b99d374f019c
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
Studying That Suits You
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Description
Test your knowledge of the quote process stages, labels, and steps involved in finding new quotes and updating user details.