The “Lead to Quote” workflow takes just 5 minutes from start to finish:

  1. Identify a Project: Start by finding a project in Ganarpro that fits your criteria. Sort by completion date and square footage, or use the project board to view nearby projects.
  2. Check Existing Contacts: Open projects you haven’t quoted yet and cross-reference the contacts in your Outlook inbox. If you’ve already communicated with a decision maker, update the contact’s last activity date in Ganarpro, using it as a CRM.
  3. Generate a Proposal: Once you leave the project, you’ll be directed to an open cleanup calculator that provides a responsive, market-competitive bid amount for construction cleaning services.
  4. Send the Proposal: Create a proposal from the calculator and email it directly to the project contacts listed. This streamlined process ensures you can efficiently follow up on leads and manage your quoting process with ease.

This efficient workflow, leveraging both Outlook and Ganarpro, was launched on September 21, 2024, and is designed to save you time and improve your business operations.