Video: Follow Up Effectively With Project Leads Using Houzz Pro
See how to track and communicate with potential design clients to keep your pipeline active and land more work
When potential design clients reach out, it’s important to stay on top of these leads and effectively manage any new business inquiries to build your client roster. This short video shows how you can use Houzz Pro to easily manage all your leads from any source, starting with the first inquiry and following through to when you close.
Houzz Pro is the only business software on the market that interior designers can use to manage the full project life cycle — including attracting and converting new clients, communicating with clients and handling billing — all in one place.
In this video, you’ll learn about Houzz Pro’s easy-to-use lead management tools, including:
- Lead manager. See the status of potential clients at a glance and move your leads through phases. This enables you to see who needs follow-up, who you’re scheduled to meet with (even virtually) and who has been sent a proposal.
- Message center. Communicate with leads and clients from a streamlined message center where you can see what’s already been discussed, shared and approved. With Houzz Pro, your emails, direct messages and phone calls can be managed in one place. You can share photos, files, proposals, mood boards and more. You can also use Houzz Pro to schedule meetings.
- Proposals. Quickly create beautifully branded proposals for leads to review and approve online. (The video refers to estimates, but Houzz Pro provides proposals for interior designers instead.)
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