What matters
Different request types need different information and scheduling. Clarify the service and location so the business can offer the appropriate assessment or visit, with follow-up tied to the actual request.
Put it into practice
- Identify the service category
- Confirm service area and access
- Define the next quote or visit step
An example in practice
A request for recurring lawn care arrives beside a request for a larger outdoor project. The sales process keeps their scope and decision paths separate.
What to track
Track qualified requests by service category.