01 / The workflowUse the work you can actually show
Organize approved project photos, service explanations, and genuine customer feedback around the jobs you want to discuss. Describe project context without inventing savings, completion times, or performance guarantees. Confirm permission to publish customer images, addresses, or identifying details before they appear in a portfolio.
02 / The workflowAsk enough to route the inquiry
Define the service category, approximate location, contact method, and useful project notes. Keep the form short enough to complete on a phone. A later, appropriately designed upload step may be better than asking for extensive documents or photos immediately. Tell visitors whether they are requesting a callback, an appointment, or a formal estimate.
03 / The workflowMake follow-up visible to your team
Decide where the request goes, who owns it, and how its status changes. An existing scheduling or customer-management tool may be enough; a small integration can be considered when information otherwise gets copied repeatedly. Measure completed requests and actual follow-up rather than counting every button click as a booked job.