The second concern, did I cover all my bases, was the quote sent to the customer, the quote, must be knowledgeable, professional, and not too crazy, like you need a law degree to read the first paragraph, but detailed enough to cover all your bases.
This is the initial contact with the client. You're showing them what you're charging for, and why. It needs to encompass all the knowledge of the move, but be very clear and easy to follow. This is not the contract or bill of lading, so it doesn't need to be all about the verbiage. It's a selling point.
We offer this for this much, if you're interested, sign here. The quote is still required by most states, but this is not the actual bill of lading. It's a proposal, not the. The text or email should explain what to expect on the day of the move. Is there anything you want the client to know prior to the crew arriving, such as we do not disconnect washer and dryers?
Anything you want the client to know prior to the move, A great automated email would be “Three Things To Expect The Day Of Your Move” and have this sent with every estimate you send out. The point of this video is to remove all the stress of having to think about it or even do it. Let the CRM do it for you. You never have to think about it or worry about it.
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Nick Taylor
