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Customer communication and follow-up

Automates customer communication throughout the concrete project lifecycle, from initial quote follow-up to post-completion satisfaction surveys, ensuring consistent touchpoints and improved customer retention.

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Workflow Trigger

Quote is generated and sent to potential customer in ProEst

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Quote Generated and Sent

    A new concrete project quote is created in ProEst and automatically sent to the customer. This triggers the automated follow-up communication sequence.

    ProEst
  2. 2
    Action

    Schedule Initial Follow-up Call

    Automatically schedules a follow-up call 3 days after quote delivery and adds reminder to crew dispatch calendar. Creates customer contact record in CRM system.

    Foundation SoftwareQuickBooks Contractor Edition
  3. 3
    Decision

    Check Quote Response Status

    Evaluates whether customer has responded to quote within 7 days. Routes to different communication paths based on response status.

    Foundation Software
  4. 4
    Action

    Send Project Start Notification

    Once quote is accepted, automatically sends project timeline, crew contact information, and preparation checklist to customer. Updates job status in contractor management system.

    Sage 100 ContractorFoundation Software
  5. 5
    Action

    Send Progress Updates

    Automatically sends daily progress photos and completion percentage updates to customer based on real-time job tracking data. Includes estimated completion date adjustments.

    Foundation SoftwareSage 100 Contractor
  6. 6
    Action

    Generate Final Invoice

    Upon project completion in job tracking system, automatically generates and sends final invoice with payment terms. Includes project completion photos and warranty information.

    QuickBooks Contractor EditionSage 100 Contractor
  7. 7
    Output

    Send Satisfaction Survey

    Sends automated customer satisfaction survey 48 hours after project completion and invoice delivery. Requests online reviews and referral opportunities for successful projects.

    Foundation SoftwareQuickBooks Contractor Edition

Outputs

  • Automated follow-up call scheduling
  • Real-time project progress notifications
  • Customer satisfaction survey and review requests

Key Metrics

  • Quote-to-contract conversion rate
  • Customer response time to communications
  • Customer satisfaction scores

Tools & Integrations

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