journey
title Inland Sales @ Active Construction
section 5-10 days
Incoming Sales Inquiry: 5: Calls, Emails, Texts
Gather Basic Info: 4: Scope Info
Schedule Appointment: 3: Initial Setup
section 1-2 weeks
Meet @ Customer's Location: 5: Capture Sales
Clarify Needs: 4: Timing & Budget
Share Work Samples: 3: References
section 1-3 weeks
Provide High Level Scope: 5: No CAD Drawings
Define Budget: 4: Parts Timeline
Follow Up Call: 3: Email Follow Up
section 1 week
Finalize Contracts: 5: Project Plan
Complete Drawings: 4: CAD Drawings
Process Inspections: 3: Zoning Permits
section Final
Customer Sign Off: 5: Sign & Countersign
Lock Schedule: 4: Timeline
Order Materials: 3: Setup
Created
December 6, 2024 16:55
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