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.
How easy is it to double the number of online reviews your business has? Not as hard as you’d think when you fix the leaky bucket that is the current process for most businesses. For one of our clients, they’d been using a NPS survey to monitor their key staff and how well they were …
One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …
If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
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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How easy is it to double the number of online reviews your business has? Not as hard as you’d think when you fix the leaky bucket that is the current process for most businesses. For one of our clients, they’d been using a NPS survey to monitor their key staff and how well they were …
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One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …
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If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …