Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app.
You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like what Brilliant Directory offers. This could be set up to be automated or set up to be verified by you on the way through.
If you’re looking for a more curated way of pairing providers with end-users, you could look to use a custom webform to collect details and then doa filtered search on your users to find the designers that best suit the client needs. As most of the design work is being provided remotely, you might find that this provides mroe value to potential clients and could lead to higher service charges on your platform. If you wanted to facilitate the process through a custom CRM or PM software system, you could increase the service charge and control more of the client experience. This would also enable you to manage SLAs and ensure the best service possible, especially in the early stages of your marketplace.
Looking to create a style guide? Check these out: Help Scout Style Guide How to create a successful style guide Style Guide Template Frontify – style guide creation software Brand Guidelines Template Blue Brand Guidelines Template (to purchase) 50 Brand Guides for inspiration 22 More Examples
We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier. Some common Podio development requests have been: Podio leads management Podio as a …
📚 ContentsBuild ItBoost ItBroadcast it Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost …
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know). What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following: Custom Events …
How do I build a lead matching app with auto-matching of users & providers?
Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app.
You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like what Brilliant Directory offers. This could be set up to be automated or set up to be verified by you on the way through.
If you’re looking for a more curated way of pairing providers with end-users, you could look to use a custom webform to collect details and then doa filtered search on your users to find the designers that best suit the client needs. As most of the design work is being provided remotely, you might find that this provides mroe value to potential clients and could lead to higher service charges on your platform. If you wanted to facilitate the process through a custom CRM or PM software system, you could increase the service charge and control more of the client experience. This would also enable you to manage SLAs and ensure the best service possible, especially in the early stages of your marketplace.
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Looking to create a style guide? Check these out: Help Scout Style Guide How to create a successful style guide Style Guide Template Frontify – style guide creation software Brand Guidelines Template Blue Brand Guidelines Template (to purchase) 50 Brand Guides for inspiration 22 More Examples
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We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier. Some common Podio development requests have been: Podio leads management Podio as a …
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📚 ContentsBuild ItBoost ItBroadcast it Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost …
Insights from working with an events company
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know). What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following: Custom Events …