Automate Quote Follow-Ups to Win More Jobs in Jobber
ToolDesk integrates with Jobber to automate personalized SMS and email quote follow-ups, ensuring timely communication, increased close rates, and a professional client experience. Save time, stay top-of-mind, and turn more quotes into confirmed jobs effortlessly.
Sending a quote is just the first step in winning a new job. Following up is crucial, but it can be time-consuming and easy to let slip through the cracks. Don’t let potential revenue slip away because of unanswered quotes!
ToolDesk empowers you to automate quote follow-ups in Jobber, ensuring you stay top-of-mind with potential clients and increase your close rate. Here’s how it works:
Create a Personalized Follow-Up Sequence:
With ToolDesk, you can trigger a series of automated emails and SMS messages based on the status of a quote, customer tags, or even specific dates. For example:
- Immediately after sending a quote: Trigger an SMS message thanking the customer for their interest and highlighting a key benefit or special offer.
- 3 days after sending a quote: Send an email with a personalized message, reiterating the value of your services and answering any potential questions.
- 7 days after sending a quote: If the quote is still “pending,” send another SMS message with a gentle nudge, perhaps offering a small incentive to encourage a decision.
- 14 days after sending a quote: Send a final email, summarizing the quote and offering to schedule a call to discuss any concerns.
Target the Right Customers:
ToolDesk allows you to segment your audience and tailor your follow-up messages accordingly. For example:
- High-value quotes: Create a specific follow-up sequence for quotes exceeding a certain dollar amount, emphasizing personalized service and attention to detail.
- Repeat customers: Send a different sequence to repeat customers, thanking them for their loyalty and offering exclusive discounts.
- Specific services: If you offer a variety of services, create unique follow-up sequences for each, highlighting the benefits and addressing common concerns.
Benefits of Automated Quote Follow-Ups:
- Increased Close Rate: Stay top-of-mind with potential clients and increase the likelihood of winning the job.
- Time Savings: Automate the follow-up process and free up valuable time to focus on other tasks.
- Improved Efficiency: Ensure consistent and timely follow-up communication, even during your busiest periods.
- Enhanced Professionalism: Project a professional image with automated, personalized messages.
Ready to transform your quote follow-up process?
Book a demo of ToolDesk today and discover how it can help you win more jobs and grow your business with Jobber.