Enquiry Received
A Tag is Added
"Manual Send Enquiry Form"
"Manual Architect Enquiry Form"
When one of these tags are added to a contact, they receive an automated email with a link to the relevant enquiry form.
Tag is then added 'enquiry form sent'
Pre-Qualification
Enquiry Form is received - client or architect
Tag is added "enquiry Form received"
Pipeline stage updated to Pre-Qualification
System Checks - is this a hot lead?
IF Hot Lead = Yes - Send EDM 2 - Invite to intro call & update pipeline to intro call stage & auto accept job (bypass job acceptance stage) - add tag 'intro link sent'
IF Hot Lead = No - Send EDM 1 - Enquiry Received and wait for Sam to accept or reject job
Add task for Sam to accept or reject job
Pre-Qualification
Job is marked as accepted by Sam in the opportunity
Once accepted, the system sends EDM 2 - Invite to intro call - add tag 'intro link sent'
Move to Intro Call stage in Pipeline
Pre-Qualification
Job is marked as rejected by Sam in the opportunity
Once rejected, the system sends automated email based on the reason selected
Move to Not going ahead pipeline stage
Close out opportunity
Intro Call
Tag has been added "intro link sent" from previous steps
System waits for 5 days and then checks if they have booked an intro call
IF no intro call is booked - sends reminder email to book intro call
IF intro call is booked - sends reminder sequence, 2 days before (email), 1 hour before (SMS)
Intro Call
The intro call appointment time has passed
Task is added for Sam to update the appointment status and add the correct tag to the client:
- No answer
- Proceed to site meeting
- Disqualified
Intro Call
Tag added post intro call "No answer"
System sends email - we missed you, let's rebook
Intro Call
Tag added post intro call "Proceed to site meeting"
Sends EDM 3 - Book Site Meeting
Updates Pipeline Stage to site meeting
Intro Call
Tag added post intro call "Disqualified"
Task added for Sam to update the opportunity with rejection and reason + sends appropriate email based on the reason
Site Meeting
A site meeting has been booked by either the client via the link in the EDM OR by Above Building Admin through the calendar page
System Adds tag "site meeting booked"
Send confirmation of booking email
Reminder email 2 days before
Reminder SMS 1 hour before
Task for Sam following the meeting to update the status of the meeting by adding one of the following tags:
- Site Meeting Cancelled
- Proceed to PBE
- Rejected Site Meeting
Site Meeting
Outcome Tag added by Sam is "Cancelled"
Adds task for Arvin to follow up and rebook the site meeting
Site Meeting
Outcome Tag added by Sam is "Proceed to PBE"
Moves pipeline stage to PBE
Task for Sam to prepare Estimate - Due in 2 weeks
Reminder for Sam to add the tag "PBE Complete" when done
Site Meeting
Outcome Tag added by Sam is "Rejected"
Adds Task for Sam to update opportunity with rejection and reason and then sends the appropriate email based on the reason
PBE
Tag added "PBE Complete"
System sends EDM 4 - Invite to book estimate meeting
Wait 5 days
IF no estimate meeting booked, sends reminder email to book
PBE
An Estimate meeting has been booked by either the client via the link in the EDM OR by Above Building Admin through the calendar page
System Adds tag "QBE review meeting booked"
Send confirmation of booking email
Reminder email 2 days before
Reminder SMS 1 hour before
Task for Sam following the meeting to
Send the estimate and add personalisation
Task for Sam to update the status of the meeting by adding one of the following tags:
- Budget Aligned
- Budget Misaligned
IF tag added is Budget Misaligned - Move to stage "Planning & Design"
IF Tag added is Budget Aligned
move to Preliminary Agreement
Send EDM 5 with preliminary agreement attachemant and invitation to book preliminary meeting
IF no tag is added and pipeline stage is still PBE - follow up email after 5 days to the client - "have yu had a chance to review the estimate"
Preliminary Agreement
A Preliminary Agreemen meeting has been booked by either the client via the link in the EDM OR by Above Building Admin through the calendar page
Send confirmation of booking email
Reminder email 2 days before
Reminder SMS 1 hour before
Task for Sam following the meeting to send the Preliminary Agreement document and personalise + add the tag "preliminary agreement sent" once done
Preliminary Agreement
A tag "preliminary agreement sent" has been added
After 5 days, IF no additional tag has been added follow up email is sent "have you had a chance to review the preliminary agreement yet"
Preliminary Agreement
A tag "preliminary agreement signed" has been added
Task for Sam to send invoice and mark the start date in the opportunity
Task for Sam to complete the job schedule & detailed quote and add tag "ready to present" when the proposal is ready
Preliminary Agreement
A tag "ready to present" has been added
Send EDM 6 with invitation to book proposal meeting
Update opportunity to Contract & Proposal Stage
IF the meeting is not booked in 5 days, Task is added for Arvin to follow up and book the meeting in
Contract & Proposal
A tag Proposal Meeting has been booked by either the client via the link in the EDM OR by Above Building Admin through the calendar page
Send confirmation of booking email
Reminder email 2 days before
Reminder SMS 1 hour before
Task for Sam following the meeting to send the official proposal document and personalise + add the tag "ready for contract" once accepted
Contract & Proposal
A tag "ready for contract" has been added
Reminder to Sam to prepare and send the contract
Send EDM 7 with invitation to book contract meeting (48 hours buffer time to leave space for preparation of contract)
Contract & Proposal
A contract meeting has been scheduled either by the client via the booking link or the Above Building team through the calendar page
Send booking confirmation email
Reminder email 2 days prior
Reminder SMS 1 hour prior
Adds tag "awaiting signature"
Task for Sam to add tag "contract signed" when it has been signed
Contract & Proposal
A tag "contract signed" has been added
Removes the tag "awaiting signature"
Reminder to Sam to apply for Home Warranty
Reminder to prepare welcome pack
Reminder to send client gift
Construction Stage
The opportunity is manually moved to "Construction Stage"
Reminder to Sam to notify the neighbours
Project Completed - Review Request
The opportunity is manually moved to "Project Completed - Review Request Stage"
Reminder to Sam to send hamper
Reminder to Sam to book photoshoot
Reminder to sam to Prepare handover pack, finalise OC documents
After 3 months, sends email requesting review & feedback form
Any Stage
A phone call is completed
Coming Soon
Transcript summarised by AI
Any Stage
tag is added "call Summary"
Task added for Arvin to review the call transcript and produce a summary/next steps
Any Stage
Text message is received
Task added for Sam to respond to text message
Project On Hold
An opportunity is manually moved to "on hold" stage
Email sent rejecting job - timing not right