The form we view containing lead information is not the most efficient in my opinion.
Huge map at the top- Pretty, but takes up far too much space. The name of the city is fine with me.
Top of page
Then I need to scroll...
Great, they need a "headshot". Then, dead space and mostly low priority info... then scroll more....
Two of the five items are of high value when deciding whether of not to buy the lead, then... scroll more.
Finally we get to see how much they have in their budget. This is of high importance to a business person, especially when TT has so many budget minded users. Other info is lower priority. Then,
more scrolling...
Sample images and information. Yes, higher priority. * I didn't do a screen shot to protect this client.
More good info. Scrolling, scrolling, scrolling, keep them fingers scrolling...
Can you imagine doing this 20+ times a day? On a laptop or phone?
Please find out from vendors the high priority items for us to quickly determine "pass or play".
I've passed this info on to TT staff, and so far, no changes. I am crazy to care about this?
There should be 2 options for clients who want balloon twisting to choose from: Simple balloon twisting (dog, sword, etc.) and complex balloon twisting.
Right now, the maximum number clients are able to enter is 250 & up- I just received a client who said her corporate event was 250 in the query, but then told me it was a large event of 1000 (500 at any one time). I had to tell her that my auto quote was too low and that I would need to charge more to bring in more sound, since that is a large crowd and required quite a bit more equipment. Unfortunately, this appears like I am trying to upsell her, when in reality there is a world of difference between the two numbers.
Thanks for bringing this up @SDF. I'll be sure to pass this along!
I'm annoyed at the how the customer questionaire is not consistent with the Pro's pricing information. For example, the customer's requests come with an option for "basic", "standard", "premium", or "high end". Why is this an option for the customer if the Pro doesn't have an option to price it? This makes no sense.
Another example is for the wedding makeup option. It asks for how many people, but doesn't state who is in the bridal party. There's no option for the customer to tell us if she is the bride/bridesmaids. On the Pro's end we only have the option to list a base price (again, no option for pricing "basic" to "high end" option). The quotes 100% of the time are incorrect.
Then there's mileage. There should be a way to add in $/mile.
"High End" quoted for $80.
Only option for pricing is per person.
Lack of options means lack of communication.
We don't want it in any way to be misleading @Themakeupconnec. All of these suggestions are super helpful and I'll be sure to pass them along. Thanks for reaching out!
@Johnjr what questions are incomplete or missing? Are they questions that are already on the form and the customer isn't filling them out?