We know how important it is to respond quickly and follow up promptly new business leads. Contractors invest lots of time and resources generating homeowner interest and new leads, and the key to actually winning jobs is to provide a great experience from the beginning.

Emails, phone calls, text messaging, scheduling and confirming meetings - sometimes it’s tough to truly feel organized and on top of everything. You don’t want to miss a message, forget the name or address of a client, or need to rehash a conversation because you misplaced your notes. 

Houzz Pro helps you easily organize and follow up with all your leads so you can turn more leads into jobs. Learn how it works below.

1. Keep all of your pre-sale communications organized in one centralized place. 

Leads from Houzz appear automatically, and you can add and manage leads from any source (and track where the lead came from!). Add new leads as they contact you, and you’ll be able to access all the information you need about each lead. If you currently use a spreadsheet to keep track of your leads, you can import your leads to get started. 

View emails, photos, and files that you send or receive - all of this information neatly corresponds with your lead’s contact information, job address, and more. 

1. Get meetings scheduled without the back-and-forth. 

In Houzz Pro, you can get a personalized booking link that syncs with your online calendar. Share your personalized booking link via email (or anywhere on the web!) to invite clients to view your availability and book a time to meet. 

When someone schedules a meeting through your link, both of you will automatically receive calendar invitations and the meeting will be recorded in Houzz Pro. Scheduling meetings through Houzz Pro also makes it easy for you and your prospective client to reschedule your meeting if something comes up. You’ll love the time you’ll save with our scheduling tool. 

1. Log calls, add private notes, send professional estimates, and close deals with e-signatures. 

Log calls with prospective leads so you have a record of what you talked about. Jot down private notes about communications you had with leads, or add notes for your team to see. When it’s time to close the deal, you can create professional and accurate estimates with local pricing data - and easily send it online to collect the e-signatures you need. Houzz Pro will track when your estimates have been approved. 

Have questions about turning more leads into jobs, lead management, or anything else? Let us know in the comments below!