Entering leads and sending an estimate

All leads should be added to Jobber even when they consider us too high, will call back, shopping around, etc. 

• Always qualify the customer first (do we service the zip code, what type of service do they want, etc)
• Make sure to get a First/ last name, email address, and phone number, source, zipcode, for the lead you are creating (If they don’t provide an email address still add them with the info you got)
• Change the source
• Add your name as the sales person
• Make notes on the profile about the conversation
• If they say our price is too high, found another company, will call when ready please CLOSE the lead and choose a drop down accordingly
• If you see a lead that is in our system more than once → go to CRM → LEADS → Type the name of the duplicate lead → ACTION → DELETE LEAD
• Google local: add the name, add detailed notes, and add them to SA. (change the source to google local, close the lead if it applies)
• Angie’s list/home advisor/next door: Call the lead, fill out the form with the information provided from angie’s list/home advisor, nextdoor change the source
• Yelp: send a message to the lead by clicking “ask a question” ask when is the best time to call, etc. add them to the system if you at least have the name and number
• Tawk: verify if the lead is in Jobber
• Email / Inbox: (email leads) type in the name and contact info into Jobber, call the lead immediately

Client Onboarding Checklist

• Initial Request (Intake form from website- auto added to Jobber/Keap)
• Respond (within 24 hours), same way they reach out or text to set up time to talk
• Ask Qualifying questions
• • One time or recurring?
  • Size of home?
  • How soon do you need the cleaning?
  • Pets/ #ppl in the house?
• EMAIL QUOTE to client. Attach Ecoverde Maids Brochure and Policy Procedures in the QUOTE (Find in Welcome Package Folder)
• Client Approves Quote
• Check the Master Schedule to see availability
• Add to Master Schedule
• JOBBER>>CONVERT TO JOB: 

–     Select OT/RECURRING

–     Job Title : Write the frequency   OT/BW/W/M

                  –     Assign Date/ Assign Cleaner

• Add Tag: Zone, Frequency, Active, Cleaner 
• Update NOTES
• Update pricing/ Referred By/ Add coupons if needed
• UPDATE KEAP (Set to One Time OR RS Customer). Find customer – Click in the 3 dots More – Change forms- Make this contact a RECURRING CUSTOMER 
• Follow Up after first cleaning
• 3 Month check-in
• See 30 days of WOW (This is an automation campaign in Keap)