An inquiry between site visits
A short message reaches your contact inbox. It gives neither the site address nor a clear description of the work.
Building and renovation businessesAdaptation to assess
Prepare the project before calling back.
A quote inquiry arrives while you are on site. The aim is to bring together the work required, its location and the customer’s expectations before your first conversation.
This workflow needs assessment with your business. Information to collect, connections and follow-up stages remain to be defined.
In your working day
Details which shape the first conversation.
A project outside your area
Location and project type help establish whether the work fits your business before planning a visit.
A quote without a schedule
The customer wants a price, but preferred timing, site condition and budget still need discussion.
Useful information
Prepare a useful callback.
Choose a specific service, such as bathroom renovation. We review useful questions, your service area and the handover from first contact to a site visit. This defines whether an adaptation fits your business.
- Project type
- The work wanted and the spaces involved.
- Location
- The town and known access constraints.
- Expected budget
- The customer’s stated budget, for discussion.
- Preferred timing
- The proposed period and the customer’s constraints.
- Available details
- Dimensions, plans or photographs relevant to the project.
Fictional example of an adaptation to assess
A bathroom renovation.
Information to review before the callback
- Project
- Renovation of a bathroom of approximately 6 m².
- Location and access
- Nantes. Occupied property. Access details to confirm.
- Stated budget
- €12,000. No feasibility assessment or estimate has been provided.
- Preferred period
- Spring. Exact dates to discuss.
- Suggested next step
- Discuss the work and constraints, then decide whether a site visit is appropriate.
Illustration of a business need. No quote, technical assessment or work date has been confirmed.
Human responsibility
You price the work. You agree the terms.
A brief prepares the first conversation. Your team checks feasibility, site constraints and availability. It prepares the quote and confirms timing. An acknowledgement does not accept a project.
Automatic messages follow the templates and settings approved during setup.
Commercial assessment
A quote after a scope review
Pricing depends on channel connections, information to structure, handover rules and the adaptations required.
A detailed proposal
Setup, ongoing support and any third-party services are listed separately in the proposal.
Law firm pricing does not apply to this workflow.
Discuss my needsBefore you decide
What we should check together.
Would we need to replace our quoting software?
The workflow being assessed covers the period before a quote. We review your existing process. Any connection to other software must be checked and included in the agreed scope.
Our customers rarely know their budget.
The workflow should accommodate an unknown or approximate budget. It prepares the conversation and is not sufficient grounds to reject a project.
Does the system answer telephone calls?
A voicemail transcript is different from a telephone conversation. The assessment defines how recorded messages would be collected and who calls the customer back.
Start with your day-to-day workOne recent enquiry.
One recent enquiry.
A useful place to start.
Tell us about your business and what slows down follow-up. We will assess the scope your team needs.
Talk about your businessPrefer a meeting? Choose a time