Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app.
You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like what Brilliant Directories offer. This could be set up to be automated or set up to be verified by you on the way through.
If you’re looking for a more curated way of pairing providers with end-users, you could look to use a custom webform to collect details and then do a filtered search on your users to find the designers that best suit the client’s needs. As most of the design work is being provided remotely, you might find that this provides more value to potential clients and could lead to higher service charges on your platform. If you wanted to facilitate the process through a custom CRM or PM software system, you could increase the service charge and control more of the client experience. This would also enable you to manage SLAs and ensure the best service possible, especially in the early stages of your marketplace.
I recently put together a short course on all the top hosted website builders that you can use to develop your website. The main reason for creating the course was to save people time in evaluating the hundreds of options for developing an easy-to-manage website. Some of my main findings were: You often have to compromise on …
Further details of question I’m thinking of creating a Microsoft Access Data Base to record site records for field inspections. Is this the best option? Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 sites Each site item will have: A drop down Description A …
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
How do I build a lead matching app with auto-matching of users & providers?
Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app.
You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like what Brilliant Directories offer. This could be set up to be automated or set up to be verified by you on the way through.
If you’re looking for a more curated way of pairing providers with end-users, you could look to use a custom webform to collect details and then do a filtered search on your users to find the designers that best suit the client’s needs. As most of the design work is being provided remotely, you might find that this provides more value to potential clients and could lead to higher service charges on your platform. If you wanted to facilitate the process through a custom CRM or PM software system, you could increase the service charge and control more of the client experience. This would also enable you to manage SLAs and ensure the best service possible, especially in the early stages of your marketplace.
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I recently put together a short course on all the top hosted website builders that you can use to develop your website. The main reason for creating the course was to save people time in evaluating the hundreds of options for developing an easy-to-manage website. Some of my main findings were: You often have to compromise on …
I need a database created for field inspections
Further details of question I’m thinking of creating a Microsoft Access Data Base to record site records for field inspections. Is this the best option? Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 sites Each site item will have: A drop down Description A …
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Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …