Solar Panel Installation Process Efficiency Tips Workflow

Initial Customer Inquiry

Type: Send Email

**Initial Customer Inquiry** The Initial Customer Inquiry workflow step involves receiving and processing new customer inquiries. This process typically begins when a potential client contacts the business through phone, email, or online form submission. The purpose of this step is to gather essential information about the customer's needs and requirements. Key activities in this workflow include: * Receiving and logging the inquiry * Assigning an initial point of contact (POC) for communication * Conducting a preliminary assessment of the customer's needs * Identifying relevant products or services that may meet their requirements The outcome of this step is to determine if further investigation or proposal preparation is required, or if the inquiry can be resolved through basic information provision. The initial POC will typically follow up with the customer to confirm receipt of their inquiry and outline next steps.