Win office and janitorial accounts with your sales pipeline
Every commercial account you're going after in one place: the site walk, your bid, what it's worth each month, your follow-up, and won or lost. Grow and Pro.
Office and janitorial accounts take a few steps to win. Keep each one on your sales pipeline, and Busy Book reminds you of the site walk, the bid and the follow-up, so no account slips.
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1
Add an account
In the menu, tap Marketing, then Bids, then Sales pipeline, then Add an account. Or tap Add to sales pipeline on a commercial lead or a site walk, and it fills itself in.
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2
Add who you talk to and the dates
Type the Company, Who you talk to there, the Site walk date and time, when the Bid due is, and when to Follow up on.
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3
Add what it's worth
Type What it's worth each month, or leave it empty and the bid calculator's monthly price fills it in. Tap Save.
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4
Start the bid
Open the account and tap Start the bid. It's filled in for your contact at their site. Sending it moves the account to Bid sent.
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5
Win or lose
When they sign it, it shows Won, and when they decline, Lost. Set it yourself under Where it stands, with a few words on why.
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6
Start the monthly contract
On a won account, tap Start the monthly contract. It opens filled in with the monthly price. From the contract, make the service agreement they sign online.