Generous Work
  • Home
  • Blog
  • Contact
  • 0
  • 0
press Enter to search Showing all results: No products found.

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

    By Rich Peterson on March 12, 2018

    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.

    agencybusiness modeldirectorylead matchingmarketplace
    Posted in 🌅 Now.
    Share

    Search Blog

    About

    For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

    In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

    Want a streamlined business?

    Subscribe to get our latest advice, courses and project updates in your inbox.

    PreviousWhat is the best software for running a wine club subscription?
    NextWhat platform is the best to create and sell online courses?

    Related Posts

    • March 11, 2017

      Looking for a custom CRM solution?

      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 …

    • September 4, 2019

      Workflow for a surfboard manufacturer

      Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …

    • May 11, 2018

      Should I map out my customer experience in a diagram or on a whiteboard for our team?

      I love that you’re open to viewing the work you do through the eyes of your customer! It is truly rare and I’ll explain why it’s rare before answering your question. Consider my local medical centre. You walk in the front door, past a hand-washing station (is that for me?) and you’re greeted by a …

    • December 14, 2016

      Lead Generation Form Template Options

      Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process. We offer the following lead generation forms (customised to suit your needs): Health insurance quote form Mailing list sign up form Online mortgage application form Vendor contact information form …

    • 🏠 Home
    • 📱Contact
    • © 2021 Website: design, hosting, theme.
    • Home
    • Blog
    • Contact
    • Wishlist 0