A renovation firm and a bathroom enquiry
Situation: On Sunday evening Ana fills in the form: bathroom renovation, 6 m², Adeje.
- 1You get a notification on your phone with her details and photos of the bathroom.
- 2A new card appears on your customer list, "Ana, bathroom, Adeje", with the status "new".
- 3The program adds a task for Monday morning on its own: "call Ana".
- 4After the call you change the status to "quote sent", and 3 days later you get a reminder to ask whether the quote is clear.
Result: Nothing sits in your inbox until Wednesday, and the customer feels someone is looking after her.