Customer Info Cards

Discussion in 'Business Operations' started by drsogr, Jan 23, 2006.

  1. drsogr

    drsogr LawnSite Bronze Member
    Posts: 1,275

    Has anyone given their customers an info card to fill out while you were doing the estimate? Info asked for on their card would be.

    Name
    Address
    Phone
    City, St
    Best time to call

    How did you about us?

    Would you like to receive a follow up call following this estimate?

    Would you like to receive info on future specials?

    What do you guys think? Would the customer be put off by having to do this? Would there be any other things you might add?
     
  2. K.Carothers

    K.Carothers LawnSite Bronze Member
    Posts: 1,124

    I don't hand over a card for them to fill out. Instead, I have an estimate sheet on a clipboard. You normally will have the majority of information from the inital phone call.

    kc
     
  3. drsogr

    drsogr LawnSite Bronze Member
    Posts: 1,275

    I have an estimate sheet on a clipboard as well. Maybe I should just add the additional things to my estimate sheet and ask them.
     
  4. K.Carothers

    K.Carothers LawnSite Bronze Member
    Posts: 1,124

    I find that to be the best way.

    kc
     
  5. Mower For Less

    Mower For Less LawnSite Senior Member
    Posts: 823

    Agreed, collect all the info you want on the initial phone contact and estimate sheet.

    Kevin
     

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