Energy Audits and Efficiency Improvements for Residential Homes Workflow

Initial Contact

Type: Send Email

The Initial Contact step is the first point of interaction between your organization and potential customers. This stage typically begins when a prospect expresses interest in your products or services through various channels such as phone calls, emails, website inquiries, or referrals. The purpose of this step is to establish a rapport with the customer, understand their needs, and assess whether they are a good fit for your business. A designated representative will engage with the prospect, respond to their inquiry, and initiate a conversation to gather more information about their requirements. This interaction sets the tone for further communication and helps determine if there is mutual interest in pursuing a business relationship. The outcome of this step will decide whether the lead advances to the next stage or is deemed unsuitable.