Many salespeople and tradespeople spend half the day at customers. The quote follows in the evening, or the day after. That can be faster, provided you have the right tools.
What you need
- A web app or app that works on your phone. No installation on a laptop, just in the browser.
- A good recording function or fast input. Typing on a small screen is slow. Speaking is faster.
- Your products at hand. A list of items and prices so you do not have to search.
- Photos and notes. A photo of the situation prevents questions later.
- Sending from your phone. A link to the customer so they can view and sign online.
How to go about it
- During the conversation, capture what the customer wants, preferably by recording instead of typing.
- Take photos of what is relevant.
- Let the first version of the quote be drafted automatically.
- Check and adjust on your phone, in the car or at the kitchen table.
- Send straight away, before you drive off.
What to watch for
- The screen must stay on during long conversations.
- Always check prices and quantities yourself before sending.
- Ask the customer for permission to record beforehand.
Dealnote is a web app for phone and computer. You record up to 2 hours, add photos and send a customer link. Try it free.