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 Directories offer. 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 do a filtered search on your users to find the designers that best suit the client’s needs. As most of the design work is being provided remotely, you might find that this provides more 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.
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis …
I was providing some consulting to a growing toy company last week and loved working with a passionate owner, keen to try new things and streamline their processes. The main takeaways were: Start with a set distribution model but be open to defending your area position but adopting new channels. The owner was fixed on …
July was a great month across our core businesses and side projects. Let’s dive into what we’ve been doing… Generous Work Built several websites for clients on WordPress, Squarespace, Carrd and Weebly (dependant on their business needs and desire to update themselves) Built NPS-style surveys for clients Produced content across all projects System & Process …
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 Directories offer. 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 do a filtered search on your users to find the designers that best suit the client’s needs. As most of the design work is being provided remotely, you might find that this provides more 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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Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
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Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis …
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