F-02Case studies

Index
CS-04 · Inquiry intake and routing

Receipt, next step, reassurance for commercial roof assessments

When it comes to commercial roof assessments, both sides now share the same picture: the inquiry is received, the next step is stated and corrections have a clear route.

01 Starting point

How it worked before

After submitting the commercial roof assessments form, visitors landed back on the homepage with no acknowledgment. Whether the message had arrived was anyone's guess.

02 The problem

What it cost the team

With commercial roof assessments, uncertainty bred duplicates and reassurance calls. Staff reconciled repeated messages and calmed callers instead of progressing the original requests.

03 What we built

The specified works

A dedicated confirmation page now summarizes the request and explains the route to an assessment discussion with the roofing estimator. The acknowledgment email sets out how to correct any detail and when to expect a response based on business hours.

Schedule of items4

  1. S-01Confirmation page
  2. S-02Acknowledgment email
  3. S-03Correction contact
  4. S-04Business-hours guidance
04 Timeline

25 working days, approval to handover

25 working days after content approval, including staff review and handover.

05 What changed

The as-built result

When it comes to commercial roof assessments, both sides now share the same picture: the inquiry is received, the next step is stated and corrections have a clear route. Duplicate-chasing has largely disappeared from the morning routine.

For commercial roof assessments, the silence after sending is gone. Commercial roof assessments submitters know we have their message and what we will do with it.

Wendy IversonOffice administrator, asbestos roof overcladding specialist Billings, Montana

Questions about this build

How long did this build take?

25 working days after content approval, including staff review and handover.

What did the business have before?

After submitting the commercial roof assessments form, visitors landed back on the homepage with no acknowledgment. Whether the message had arrived was anyone's guess.

What did the build include?

A dedicated confirmation page now summarizes the request and explains the route to an assessment discussion with the roofing estimator. The acknowledgment email sets out how to correct any detail and when to expect a response based on business hours. The items used were: confirmation page, acknowledgment email, correction contact, business-hours guidance.

Which plan covers this kind of work?

Instant quote request tool is included on every plan. Enquiries routed into your CRM is included on every plan. Plans start at $127 a month, with a $697 build fee invoiced only after launch.

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See how a build like this would work for your roofing company

A live walk-through of the site you would get, on your screen. Plans from $127 a month, the $697 build fee invoiced only after launch.