6. Analyze the quote feasibility
To provide the best onboarding experience, you need to understand whether you can deliver what the customers want. You need to determine whether the turnaround time is enough.
Then, you also need to check if the art is suitable for printing and isn't a copyrighted piece. Another thing is to confirm the availability of garments before accepting the order.
So, after a customer has filled out the estimate form, it's time to determine the feasibility of the order. Only if you can complete the print in the stipulated time, you should accept the order.
And guess what, all these lead qualification steps can be done automatically with your quote calculator!
7. Schedule a call
The next step in onboarding your qualified leads is to get on a call to further clarify the details.
In this call is where you get to interact with your customers one-on-one after understanding their business. Take some time to understand your customers' business to give them the best onboarding experience. You want to be specific and not make wrong assumptions. Confirm what you understood about their printing needs and get the wheels rolling.
You can schedule the call right on the landing page when taking their order requirements. You can also reach out later for a suitable time if that’s what you prefer. Your price quote calculator can be set up to make contact details required and only show the price estimate after submission. With this Lead Generation Quote Calculator, you make sure you always catch your lead's contact information.
8. Set milestones
When you're ready to start with the job, set the milestones for your customers. It sets the expectations for deliverables, timelines, and so on. It improves the onboarding experience and builds long-term relationships and trust.
You should provide a clear roadmap about your process. Your customers must know when you'll provide a sample print and if (and when) you provide delivery in batches.
It's best to create an onboarding checklist so that your customers know what to expect next. If they’re uncertain, it can affect their trust in you, no matter how good you are.
9. Focus on customer service
Now, that you’ve landed the deal, it doesn't mean the customer onboarding is complete. You must stay in touch with your customers.
When there are production delays, let them know early on. Being honest with them will build long-term loyalty. It also ensures that your customers don’t think of you as another shady screen-printing business.
Follow up and check if they have something more to tell. Ask them if they still have doubts.
You can offer them complimentary services like tot-bags or embroidery. Even if you don’t offer these services, you can help them with printing what they need, through other businesses. Treat them the way you would like to be treated.
Qualify and retain your preferred customers for as long as you can. When you work with your ideal customers, you get better projects and higher margins.
Qualify Customers with ConvertCalculator
ConvertCalculator helps you create survey forms, feedback forms, and quote calculators to qualify and understand your customers better. ConvertCalculator is a multipurpose no-code builder for marketing and sales tools. That helps you automate your lead capturing and customer onboarding. We offer many templates, to get you started.
With a ConvertCalculator price quote calculator you can:
- Determine the print job's requirements
- Share automated order estimate
- Schedule calls and appointments
- Calculate quote feasibility and profitability
- Provide a PDF-quote
- Feed quote data into your other software systems like Printavo and others
ConvertCalculator offers a no-code, drag-and-drop quote calculator. That you can use without coding knowledge. Our app integrates with hundreds of apps and platforms. So you can automate much of the customer onboarding process and make money from screen printing.
Wrapping It Up
Onboarding screen printing customers is a precise step-by-step process of delighting them. It involves customer education, getting the details right, and clarifying their doubts. When done right, onboarding creates the base for a long and beneficial relationship.
So, create a lead capture form with ConvertCalculator, onboard customers effectively, and make more money with your screen printing business.
Bonus: Screen Printing Cost Calculator
Tired of guessing what your price should be? Too high and you might lose the order. Too low and you won't make any money! Check out the Legendary Screen Printing Cost Calculator by Cloak-Work, which will help you quote in confidence. Just download the Excel sheet, plug in your material and labor costs, and get a price based on hard numbers!
We even created a companion price quote template. All you have to do to get a quote calculator up and running is to copy-paste some values from the Excel file to the template and embed the calculator on your website.