Apply post-presentation follow-up plan for completed service jobs
Apply post-presentation follow-up plan for completed service jobs
Your completed finalization jobs often lack a structured post-presentation follow-up, so homeowner contacts go unprioritized and proposals are delayed. Get prioritized follow-up lists for reps to act on within hours.
Overview
When finalization visits finish, you need outreach to happen immediately to keep proposal momentum. This flow applies a standardized follow-up plan and hands reps a prioritized contact list so outreach begins within hours of job completion.