Energy Auditing and Conservation Services for Homes Workflow

Step 1: Initial Contact

Type: Send Email

In this initial contact step of the business workflow, prospective clients or customers reach out to express interest in a product or service offered by the company. This can occur through various channels such as phone calls, emails, social media messages, or in-person meetings. During this stage, the purpose is to engage with potential buyers and initiate communication that will potentially lead to sales. Key objectives include: * Responding promptly to inquiries * Gathering essential information about client needs and preferences * Providing an overview of available products or services that may meet those needs The outcome of successful initial contact is typically a meeting, call, or email exchange where the company can introduce its offerings and discuss potential solutions with interested parties.