Local Small Business
Managing Customers & Leads, Appointments, Communications, and Invoicing
The scenario
Clayton Plumbers is a local plumbing business that handles various plumbing services, including emergency repairs, installations, and maintenance.
The business struggles with :
- jobs & opportunities follow up
- scheduling appointments
- answering customers
- handling invoicing efficiently
They are wasting a lot of time dealing with these pain points : it’s preventing them from growing because it would mean hiring an additional people to manage all this.
They need to streamline their operations without increasing their costs, so they will be able to handle more customers with the same team.
The persona
Clayton Plumbers
Plumbing company
TwiLead suggested plan : Pro Pack
includes following features:
How TwiLead will help Clayton Plumbers to get to The Next Level ?
1. CRM & Sales Pipelines
Automatic Customers & Leads Management
Clayton Plumbers now automatically and simply manages its customers and leads : reminders, actions to be taken, campaigns, allocation of technicians,… and automatically collects prospects through online forms.
Jobs & Estimates Follow up
Thanks to sales pipelines, the company knows at all times the status of each proposal or job and automates follow-ups & reminders.
The company automates its canvassing and focuses on the best opportunities.
2. Automatic Booking
Automatic Appointment Scheduling
Clayton Plumbers adds a form to their website to allow customers to book appointments easily. Each appointment is assigned to a plumber depending on his skills. No need to manually manage the team’s schedule anymore.
Automated Reminders
The system sends automated appointment reminders to customers via SMS or email, reducing no-shows and ensuring customers are prepared for their appointments.
No more wasted time for the team, more income for the business.
3. Automated Communications
All-in-One Inbox
The business centralizes all customers communications, including emails, SMS, and social media messages, in one place. This ensures that no message is missed and all interactions are easily accessible: they increase customer satisfaction and avoid loosing new deals.
Auto Missed Call Text Back
If a customer calls when the team is unavailable, TwiLead sends back an automated text message, engaging conversation with him.
It avoids the customer to call the next-in-line plumbing company.
Automated Actions
Clayton Plumbers automates actions such as sending booking link, placing phone calls, sending automatic reviews when a job is done, sending communications to customers, …
They save time for recurring actions.
4. Invoicing and Payment Integration
Automated Invoicing
Clayton Plumbers generates and sends invoices automatically after completing a job, including reminders.
The billing process is now quick and efficient.
Payment Integration
The business integrates with payment gateways like Stripe and PayPal, allowing customers to pay their invoices online securely and conveniently.
Less effort, get paid faster..
Now Clayton Plumbers has streamlined their basic operations, next step would be to use CRM and marketing features to nurture their customers by proposing maintenance services, and track service history & notes.
This helps the business provide personalized service and maintain strong customer relationships, thus providing recurring revenues 🚀
Key Benefits of TwiLead Pro Pack
- Streamlined operations with automations
- More productivity, less costs
- Exceptional customer service
By implementing TwiLead, Clayton Plumbers can streamline their operations : the business can manage all aspects of their services from a single platform, saving time and resources while delivering exceptional customer service. They can grow without increasing their costs.
Ready to transform your business like Clayton Plumbers?
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