Energy Efficiency Consulting Services for Businesses Workflow

Initial Contact

Type: Send Email

The Initial Contact workflow step involves the first interaction between the company and a potential customer. This can occur through various channels such as phone calls, emails, social media messages, or in-person meetings. During this stage, the prospect is typically introduced to the business and its products or services. The initial contact may be made by either party and can serve as a starting point for further discussion and exploration of potential opportunities. The purpose of the Initial Contact step is to establish a connection with the customer, gauge their interest in what the company has to offer, and determine whether they would benefit from further engagement. This stage sets the tone for any subsequent interactions and helps to build a rapport between the business and the prospect. The outcome of this step will dictate whether the customer proceeds to the next phase or drops off.