PROPOSAL HEADING VIDEO (Settings > Company Profile – In the Proposal Builder Section Some quick takeaways Thank the customer for getting a quote and explain what they see below (bundles, packages, let them know to select a service, sign and hit “I’m ready to schedule” to approve OR Frame value in doing business with your […]

Here is a sample script to help you get some ideas on writing your own script for your video to show as the customer as they are trying to figure out how to enter the specs for a certain module: Sample Template: Hi! My name is [FIRST NAME] and I am the [COMPANY POSITION] here […]

INTRODUCTORY SALES VIDEO (Settings > Form Builder) Build your initial personal connection with a customer by introducing yourself and thanking them for visiting your site Explain the easy process of getting an instant bid below Here is a sample script to help you get some ideas on writing your own script for your video to […]

Learn how the toggle in the customer profile will help you to condense the specs and hide all specs that are either zeroed out or, in other cases are set to no instead of yes. You can toggle this back and forth, and each time you toggle the switch, ResponsiBid will remember what you used […]

There are 4 types of videos you can integrate in your Sales Process. Below you can see the purpose of each video and where to install it! If you have trouble with installation, find tips and frequently asked questions at the bottom of the page.   “Introductory Sales Video”  (Here’s a sample script and video […]

Check out the video that gives you the fast-start method of getting your account up and running. The suggested order of things to accomplish: Administrator Setup your timezone company name & info Default start times and arrival windows for jobs Company Profile Create company users Upload company logo / headshot Setup proposal success options Set […]

If you’ve ever wished that you could override the measurements as the admin to just put in a number of square feet, this can be done in the customer profile. Simply find a measurement that you’d like to override and locate the calculator icon like this: When you click the calculator you can toggle over […]

Step 4: Finalizing the proposal: Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up: If the area minimum should be set If the house size minimum should be set If a trip charge should be added to each quote If […]

Step 3: Setting up your pricing: Step 3 is geared 100% for setting up pricing for ResponsiBid to use to calculate the price of a quote. The customer will NEVER see this, and once you understand how it all works, it’s really easy to use. The first thing you need to understand is Base Price vs […]