Construction Consulting Services Firm Workflow

Initial Client Contact

Type: Send Email

Initial Client Contact This workflow step marks the beginning of the client interaction process. It involves receiving an initial inquiry or contact from a potential customer. The key objectives are to understand their needs and provide basic information about services offered by the business. The primary tasks associated with this step include: * Receiving and responding to incoming inquiries * Gathering preliminary information about the client's requirements * Providing an initial consultation or meeting to discuss project scope Upon completion of these tasks, the necessary details are documented in a centralized system for further reference. The data collected during this process enables the business to determine if the potential client is a good fit for their services and initiates the next stage of the client interaction process.