Lesson objectives
- Design a quote form
- Set up pipeline stages
Quote form fields
Ask for what you need to respond well: name, phone, email, service needed, suburb/postcode and a short description. Photo uploads can help for trades. Keep optional fields optional.
A simple pipeline
- New lead
- Contacted
- Quote sent
- Booked
- Won / Lost
Every enquiry enters as a New Lead. Moving it through stages shows at a glance which leads need action, and later reveals where you lose jobs.
Action steps
- Create the five pipeline stages in your CRM
- Connect your quote form so leads arrive automatically
Checklist
- Every lead lands in the CRM
- Each stage has an owner
- Lost reasons are recorded