Recording-2025-03-12T16:00:21.124Z

Rules and Processes for Quoting

• Importance of quoting process for efficiency.

• Qualifying a call is crucial before providing a quote.

• Consider client type:

  • B to C: More interaction needed with residential clients since they may lack knowledge about services.

  • Commercial Projects: Focus on building out commercial type projects, may limit residential client base.

Client Interaction

• Residential clients generally require more time and guidance.

  • Clients might have pre-conceived ideas influenced by friends or neighbors.

  • Building long-term relationships can lead to repeat business (e.g., kitchen renovations).

Streamlining Sales Process

• Suggested development of a standard line of products:

  • Standard dimensions and limited customization options.

  • Could simplify the sales process and reduce workload for salespeople.

  • Make adjustments flexible yet limited to avoid complications in design.

• The idea of reducing depth changes to avoid issues like inadequate space for sliders.

Market Insights and Product Offerings

• Observation of a competitor's simple layout:

  • 10 options for cabinet doors, materials, and handles simplified the selection process.

  • Quick turnaround and an appealing quote led to considering this competitor.

• Emphasis on the importance of unique products to stand out in the market.

Library for Salespeople

• Proposal to create a design library for salespeople:

  • Salespeople could utilize a streamlined, easy-to-reference library for designing kitchens.

  • Focus on slab doors and affordable custom cabinets.

  • Identify common client requests to better serve the market.

Sales Reference System

• Suggestion for creating a sales reference guide:

  • Capture effective methods from experienced salespeople (e.g., detailed information requirements).

  • Breakdown common factors: measurements, style, materials, and mood boards.

  • Implement structured systems for the sales team to follow.

Coordination Between Sales and Design

• Importance of reinforcing the role of the designer in the process:

  • Masha could conduct initial designs and revisions to ensure consistency.

  • Sales team to gather necessary information and limit unnecessary interruptions.

• Establish feedback loops between sales and design to facilitate better service delivery.

Process Improvements and Technology Utilization

• Highlighted need for well-defined processes:

  • Clarity in structure reduces chances of errors.

  • Discussed issues with utilizing Monday.com software correctly.

• Potential for integration with third-party software for managing invoices and product checks.

  • Consider the need for a single, streamlined system to reduce reliance on multiple platforms.

Future Steps

• Willingness to test new ideas and processes using Monday.com.

• Encouragement for creating new workspaces to facilitate fresh approaches for project management.

• Desire to automate processes for efficiency and clarity in workflows.