AUTOMATE BID MANAGEMENT AND PROPOSAL GENERATION
- How To Guide
- AUTOMATE BID MANAGEMENT AND PROPOSAL GENERATION
When a new lead hits your desk, you’ve got to get that bid out—fast! But if you’re tangled up in manual communications and slow proposal generation, you’re losing valuable time and risking those hard-earned customers slipping away.
And let’s not even get started on the chaos of manual scheduling, dispatch mix-ups, and overlapping routes. It’s like watching your profits leak out of a sinking ship.
It’s time to stop losing customers to a sluggish proposal and onboarding process. Instead, generate proposals on demand, close deals in record time, and keep your operation running like a well-oiled machine. With automated bids based on customer input, you can cut out the tedious data entry and instantly deliver bids that hit the mark every time.
Then, kick it up a notch by automating your scheduling. Geo Operations lets you match new jobs with the perfect service provider the moment the client accepts the bid. Add in automated communications, and you’ve got a powerhouse system that handles your bids, proposals, scheduling, and follow-ups—without breaking a sweat!
Ready to unlock your superpower for fast, efficient management? Let’s build your automated bid management system in just a few minutes, so you can spend more time doing what you do best: bringing in new jobs and running your team like a pro!
AUTO-GENERATE BIDS
When it comes to winning new business, speed is everything. The faster you can generate and deliver a bid, the more likely you are to close the deal. With Mapline, you can set up a system that auto-generates bids based on real-time data, allowing you to respond to new leads in a flash. This not only boosts your efficiency but also impresses your clients with quick turnaround times, giving you an edge over the competition.
To get started, leverage the lead intake form described in another article [link to article]. Once a lead is submitted, Mapline allows you to auto-calculate the distance between the lead and the nearest service provider. Simply select the Mapline Data option and choose DISTANCE TO ANOTHER LOCATION IN THIS DATASET. You can decide whether to use STRAIGHT-LINE DISTANCE or DRIVING DISTANCE depending on your needs. This calculation helps determine how much it will cost to service the lead and is a crucial first step in generating a precise and competitive bid.
DIGITAL BID SIGNING
After you’ve generated a bid, capturing the client’s signature digitally is the next step in sealing the deal. Mapline makes this easy by allowing you to integrate static PDF forms into your process. These forms can be pre-filled with bid details and sent to the client for review and signature.
To implement this, create a static PDF template with fields for the service details and pricing. Once the bid is ready, send the PDF to the client electronically. The client can then review the bid, sign it digitally, and send it back—all without the need for physical paperwork. This not only speeds up the process but also provides a clear, legally binding agreement that both parties can refer to.
MATCH LEADS WITH A QUALIFIED AGENT
Getting the right person to the right job is key to maintaining high service standards and customer satisfaction. With Mapline, you can automatically match new leads with the most qualified service provider within a certain mile radius, ensuring that every job is handled by someone with the right skills and proximity to the client.
To set this up, use Mapline’s auto-matching feature. Once a new lead is submitted, the system will calculate which service providers are within the specified mile radius and have the necessary qualifications. The lead is then automatically assigned to the best-suited agent, minimizing response time and maximizing service quality.
Pro Tip: Automate your lead intake with forms that can be shared with your team or embedded on your website. This allows you to collect new leads no matter where your team is, and instantly integrate them into your automation system for immediate nurturing and top-notch customer service.
AUTO-SEND PROPOSALS
Once a bid is generated, the next step is sending the proposal to the client. With Mapline, this process can be fully automated, from calculating service costs to generating the proposal and sending it off for approval. This not only saves time but also ensures that every proposal is accurate and delivered promptly.
Start by configuring your dataset to include a list of services and the cost associated with each one. Then, set up an auto-calculation for the total cost of the requested services using Mapline Data. The formula SUM(Service1, Service2, Service3) will pull the relevant services into the calculation.
Next, create a static PDF with the service agreement. Set the default option for the bid estimate to pull from the Mapline Data column that contains the total estimated cost of service. This way, every proposal is automatically populated with the correct details and ready to be sent out with just a click.
AUTOMATE COMMUNICATIONS
Communication is key to keeping clients engaged and informed throughout the bid and service process. Mapline allows you to automate this communication, ensuring that clients receive timely updates without any manual effort on your part.
To automate communications, start by creating custom workflows with action triggers and logic within Mapline. For instance, you can configure your form submit settings to automatically send follow-up emails or notifications whenever a form is submitted. This keeps your clients in the loop and reinforces your commitment to excellent service.
Congratulations! With these automated systems in place, you just streamlined your bid management process, from lead intake to proposal delivery, all while maintaining high standards of service and efficiency. Mapline empowers you to manage your operations with the speed and precision of a true superhero, ensuring that you stay ahead of the competition and keep your clients coming back for more.
