Overview:
This workflow outlines a systematic outbound quoting and engagement process within the Ganarpro app, focusing on creating proposals, engaging active and historical projects, and tracking outreach effectiveness.

Step-by-Step Workflow

  1. Create and Send Project Proposals
    • Begin by identifying projects that have a square foot size.
    • Use Ganarpro to create a construction clean or paint proposal directly from each project’s details.
    • Send the proposal via your Gmail or Outlook account for a seamless experience.
  2. Engage with Active Projects (No size to quote or no interest in quoting)
    • Active projects are in pre construction or under construction, select one key contact and send an email using Ganarpro’s “Send Email” feature. You can adjust the default template designed for these engagements.
  3. Outreach to Historical Projects in Your Area
    • After quoting all active projects, shift focus to historical projects in your area.
    • Review contacts on these projects and identify those with either no prior contact or no recent contact within the last 100 days.
    • Send an email to each person, acknowledging that while the project is complete, it’s nearby, and express interest in bidding on similar future opportunities.
  4. Alternative Workflow for Non-Cleaning or Painting Services (not interested in quoting)
    • If you want to skip the quoting step and reach out to contacts with a first engagement question, such as, “Can I still bid?”
  5. Organizing Campaigns for Effective Outreach
    • Treat each 2-4 hour session of engagement as a campaign, with a focus on targeted outreach rather than generic emails.
    • While Ganarpro currently lacks campaign tracking, use campaign-like structures based on the outreach type:
      • Quoting Campaigns
      • Engagement for Active Projects
      • Engagement for Historical Projects
      • General Contact Outreach
    • Customize templates based on each campaign type to maximize response rates and drive prospecting success.
  6. Targeting Decision-Makers in Ganarpro
    • Focus on key decision-makers, including estimators, project managers, superintendents, vice presidents, presidents, and project admins.
    • Use specific subject lines referencing past projects the contact worked on to increase engagement, rather than generic lines.
  7. Systematic Follow-Up & CRM Management
    • Send 1-2 outbound engagement emails per contact, tracking each email’s send date within Ganarpro.
    • Set reminders to reconnect with each contact every 120 days if there’s no response.
    • When contacts respond, add them to your Ganarpro CRM. Maintain a record of all communications, easily viewing the last and next contact dates for efficient follow-ups.
  8. Dashboard Insights and Performance Tracking
    • Use Ganarpro’s dashboard to track important metrics, including:
      • Total emails sent, contacts reached, proposals saved
      • Pending contacts to reach out to
      • Deal values, allowing you to measure ROI and evaluate the monetary impact of using Ganarpro.
    • When deals are closed/won, assign the deal value to track revenue generated.
    • Analyze data to determine how many emails or proposals are typically required to win one project.
    • Measure the time taken to win from first contact to close/win date, tracking the full cycle of prospecting to closed contract, for each successful deal.