Environmental Services for Schools and Universities Workflow

Initial Contact

Type: Send Email

Initial Contact This step marks the beginning of the customer interaction process. It typically involves an inquiry or request from the customer via phone, email, website submission, or in-person visit. The initial contact is often a sales lead generated through various marketing efforts such as social media advertising, print media, or word-of-mouth referrals. The goal at this stage is to engage with the customer and understand their needs and requirements. This involves gathering essential information about the product or service that would best suit their needs. A team member designated for handling initial contacts typically takes charge of responding promptly and professionally to all inquiries. The objective is to convert these leads into potential customers by providing them with relevant information, demonstrating expertise, and building trust, thereby setting the stage for further engagement in the sales process.