Building maintenance services – commercial flow

Template

Manage your contact requests for Building Maintenance Services and automatically send contact confirmation e-mails, get in touch with the requester to better understand his needs and set a commercial proposal. Easily set and manage the follow-up and don’t lose any more deals!

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Name

  • 2. Building address

  • 3. Email

  • 4. Phone

  • 5. Service

    • Cleanliness & Conservation
    • Building Maintenance
    • Facades
    • Access Control
    • Floor Treatment
    • Quick Service
    • Cleaning After Work/ Cleaning Pre-Change
    • Administrative and Support Area Services
  • 6. Comments

First contact

  • 1. Assignee

  • 2. Contact register

  • 3. Detail all customer's needs.

Commercial proposal

  • 1. Assignee

  • 2. Attach commercial proposal.

  • 3. Proposal submission date

  • 4. Expected closing date

  • 5. Follow-up reminder

Pricing negotiation

  • 1. Assignee

  • 2. Attach a new commercial proposal.

  • 3. New proposal submission date

  • 4. What was the final outcome?

    • Deal closed
    • Deal lost

Closed

Lost

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