Build around jobs you actually want
Explain your specialties, project boundaries, and estimate process. Ask for project type, location, timing, and a useful description before requesting a lengthy form. Let your team verify scope and site conditions before promising a price or start date.
Give proposals an owner and a next action
Separate new inquiries, qualified projects, site visits, proposals, and accepted work. A reminder can prompt a salesperson to check a proposal, but it should stop once the buyer declines or the job is awarded. The CRM should preserve revisions and the last agreed action.
What it looks like in practice.
A renovation inquiry arrives with a ZIP code and project description. The team reviews fit, schedules a site visit, and moves the record to proposal sent. A reminder prompts the estimator to follow up, while accepted work moves into the contractor's existing job management process.
What to measure.
Measure qualified jobs, estimates delivered, proposal acceptance, and time between the inquiry and first useful response.