You can edit the timings yourself to match what you currently do. We have added default times based on someone not automating any existing processes.
Sales
( minutes)
e.g. Answering the phone, responding to emails, responding to facebook, discussing your packages, discussing your add-ons.
( minutes)
e.g. Looking in a diary and checking you are available, looking up other bookings to check for conflicts.
( minutes)
e.g. Checking existing bookings for backdrops, shells, stanchions, red carpets or other add-ons that you don't want double booked.
( minutes)
e.g. Taking the location of your business vs the location of their venue, getting the mileage, and calculating a cost per mile over your free travel zone.
( minutes)
e.g. Creating a word document or email with an itemised list of booths and extras, with prices and descriptions.
( minutes)
e.g. Putting your quote into an email, with a written introduction, including date, venue and other booking specifics.
( minutes)
e.g. Emailing or phoning the customer to have a chat and confirm that they are happy with the quote and wish to proceed. Discussing changes or extras.
( minutes)
e.g. Taking the information for the booking and writing it in your diary, along with booths, extras and any special notes
( minutes)
e.g. Creating a word document or docusign, replacing every value on the contract with the customer and booking details (dates, times, location etc.)
( minutes)
e.g. Writing an email, attaching the contract, and writing an introduction or summary, along with some terms or timescale.
( minutes)
e.g. Taking the signed document and printing, saving or filing to document to be able to easily look it up in relation to the booking.
( minutes)
e.g. Create an invoice in Word or Excel, or print and send. Itemise all booking info, with notes, deposit amount, and payment details.
( minutes)
e.g. Write an email with an attached invoice, and a few paragraphs thanking them for their business, and any notes about their event.
( minutes)
e.g. Take the payment over the phone via card, or find it in bank transactions, and make a note of it somewhere in reference to the booking.