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
The #1 Freelancer Management System You’ve made the plunge and have decided to outsource some of your tasks to local or offshore freelancers…but you’re stuck trying to figure out how to manage people who aren’t in your office. Maybe you’re using email, Skype, Slack, Asana, Trello, Dropbox and a whole bunch of tools to get …
Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the …
You might be absolutely convinced that you’re not a systems thinker. That you’re not the systems guy. That you’re more of a free-thinking entrepreneur who leaves systems thinking up to the geekier members of the team. You write notes on paper, you’re swamped with emails and your work gets done, not perfectly but at least …
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
Need a freelancer management system?
The #1 Freelancer Management System You’ve made the plunge and have decided to outsource some of your tasks to local or offshore freelancers…but you’re stuck trying to figure out how to manage people who aren’t in your office. Maybe you’re using email, Skype, Slack, Asana, Trello, Dropbox and a whole bunch of tools to get …
How do I customise my Weebly theme?
Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the …
But I don’t think like that!
You might be absolutely convinced that you’re not a systems thinker. That you’re not the systems guy. That you’re more of a free-thinking entrepreneur who leaves systems thinking up to the geekier members of the team. You write notes on paper, you’re swamped with emails and your work gets done, not perfectly but at least …