模板 · 本地服务

本地服务报价准备度检查

五道题就能把当日紧急工单和"到处比价"的咨询分开——让每一小时出车都用在能签下的活儿上。

最适合: 手工艺人、家政服务、搬家、保洁、园艺,以及任何一天到晚都在报价的本地商家。

第 2 题(共 5 题)

How urgent is it — same day, this week, this month, or planning ahead?

很少
有时
经常
几乎总是

The problem it solves

Three quotes a day, one job booked — and the two lost quotes were exactly the ones you drove furthest for.

适合谁

Built for lead-driven businesses that want qualified leads, not just email addresses.

A short pre-quote form that replaces the 'need a quote' inbound. Homeowners get the honest answer on same-day, next-week, or self-service; you get the scope before you drive out.

What you learn as the owner or team

每次提交都会成为你仪表板中的一个打分潜在客户。

  • Name, address, and best contact number.
  • Readiness band, job type, and urgency.
  • Access notes and photos for the dispatcher.
  • Source tag: website · Google · van QR · WhatsApp · Facebook.
示例问题

能揭示真实信号的问题。

  1. 1What's the job — emergency repair, planned repair, new install, maintenance, or something else?
  2. 2How urgent is it — same day, this week, this month, or planning ahead?
  3. 3Can someone let us in during working hours?
  4. 4What's your rough budget band?
  5. 5Do you have a photo or short video of the job?
结果分组示例

每位潜在客户都会获得一个有分数、有价值的结果。

当日派工

Urgent, accessible, budget realistic — pull forward and dispatch today with a two-hour arrival window.

预约上门查看

Real job, real timeline, scope needs a site visit — book the free inspection slot this week.

温热跟进

Planning ahead or price-shopping — send the price guide, add to the quarterly check-in list.

潜在客户看到的内容

带有品牌的个性化结果 — 而不是又一份 PDF。

每次提交都会以类似这样的评分结果页结束。潜在客户获得有用的信息,你得到带有背景信息的评分线索。

  • 分数 + 结果分组,附带清晰的一行摘要
  • 根据回答定制的推荐后续步骤
  • 直接跳转到你日历的预约 CTA
Your resultPreview
92
/ 100

Same-day dispatch

Active leak, water shut-off in place, someone home this afternoon, budget realistic for an emergency call-out — worth pulling forward from Thursday's quote list.

Recommended next steps

  • Dispatch the on-call van this afternoon
  • Text the two-hour arrival window with the technician's name
  • Prep the emergency-repair invoice template on the way
Best channels to share it

One link — share it everywhere it fits.

This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.

The 'get a quote' button on your website

The Google Business profile link

The QR sticker on the back of the van

Van-livery flyers and neighbourhood drop-cards

The pinned post in your local Facebook group

Auto-reply to every WhatsApp and Messenger enquiry

常见问题

关于此模板的问题

今天就启动这个评估漏斗。

自定义问题,连接到你的预约链接,开始获取评分线索。

This template scores enquiry readiness against the criteria you configure. It is not a quote, an estimate, or a commitment to price or availability.