ChecklistSales
Interior design and renovation: Lead follow-up and sales process
56 checks on first reply, CRM fields, site-visit prep, sending the quote, post-quote follow-up, and referrals after handover, tracing each lead's path to a signed contract.
56 items6 groups20 minOctober 15, 2026
- lead follow-up
- site visit
- quotes
- crm
Audit the path a request takes from the first reply to the signed contract, and on to referrals and repeat work after handover, whether it came from an ad or a recommendation. Check the first three sections weekly and the whole list once a month.
First reply and qualifying
- A first-reply target for business hours is written down (for example, 30 minutes) and measured weekly from CRM timestamps.
- It's settled who answers inquiries on site-visit and job-site days, so the field team isn't stuck on their phones.
- The first reply answers the person's question and asks three short ones: district, photos with rough measurements, and start timing.
6 items more in this group for members.
53 items more for members
This item has 56 items in total. With a membership you see all of it and copy any line in one click.
- 02Lead records and CRM fields10 items
- 03Site-visit booking and prep10 items
- 04Preparing and sending the quote10 items
- 05Post-quote follow-up and loss analysis8 items
- 06Contract, hand-off, and after handover9 items
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- Dental clinics
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- Hair transplant
- Medical tourism
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