Residential Construction Inspection Services Workflow

Initial Client Contact

Type: Send Email

The Initial Client Contact stage involves the first point of interaction between the business and a potential client. This can occur through various mediums such as phone calls, emails, online advertisements, or in-person meetings. The primary objective at this stage is to establish a connection with the client and gauge their interest in the company's products or services. The workflow for this stage may include tasks such as: * Responding to initial inquiries * Conducting preliminary consultations * Providing relevant information about the business * Assessing client needs and requirements Upon completion of this stage, the business will have a better understanding of the client's needs and can determine if further engagement is warranted. The outcome of this stage may lead to either a decision by the client to proceed with the business or not, providing valuable insights for future interactions.