How do I build a lead matching app with auto-matching of users & providers?

By

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.

Posted in ⏰ Updates and tagged , , , , .
Share

Related Posts

  •
    November 5, 2017

    What are the best design proofing tools?

    We have another look at some design proofing tools. Red Pen is interesting and works with image files to leave simple annotations. Only downside is the per-project payment method that might not suit some clients. Also managing a large amount of files can be confusing. PageProof has a nice design but is a little more …

  •
    February 14, 2018

    Why are there so many new online marketplaces popping up?

    One reason is because there are more tools available to create online marketplaces. For single-sided marketplaces, people can use Shopify, BigCommerce or WordPress (with plugins). For two-sided marketplaces, people can use Sharetribe, WordPress (with plugins) or hire developers to create their marketplace. Other factors include: The costs are getting lower Shows like Shark Tank & …

  •
    10 months ago

    How do I make Sharetribe a membership platform?

    Further details of question I am interested in customising my hosted Sharetribe marketplace, a platform using Ruby on rails.  Are you familiar with Sharetribe? If so, I’d like to make some small changes at this point such as a couple of landing pages (home page, subscription page) perhaps using Instapage integration.  I also need to incorporate money …

  •
    December 27, 2017

    What is the best platform for hosting your online courses and why?

    I had this question recently and want to dive a little deeper into it that the standard list post of DIY online course platforms. Just in case, if you don’t have time to read the deeper why behind choosing an online course hosting platform, go and check out (in this order): Teachable (free plan then $39 …