Energy Efficiency Auditing Services for Commercial Buildings Workflow

Initial Client Contact

Type: Send Email

The Initial Client Contact is the first step in the business workflow where a potential client reaches out to inquire about services offered by the company. This can be done through various means such as phone calls, emails, social media messages or walk-ins at a physical location. During this step, it is crucial for the receptionist or designated staff member to provide exceptional customer service skills in order to make a positive first impression on the client. The goal here is to establish rapport and determine whether the business can meet the client's needs. Key elements of this step include: * Greeting the client warmly * Asking relevant questions to understand their requirements * Providing clear information about services offered * Offering solutions tailored to the client's needs