In this video, we go over step 4 of the proven KBB Sales Process.

Using video to send your quote, we recommend using a software called Loom and in this video, we will show you how to set up your Loom account and cover all the best practices for sending videos to your customers.

Using video increases your conversion rate significantly, they do not need to be perfect so it's time to get this into your sales process and reap those benefits!

Remember the order you should talk about the subjects in your video:

1. Thank them for asking you quote and inviting you over to do a survey

2. Go over the 2d Plan first, explain the options that could change and how these changes could affect the price (start with the cheaper options in your first quote)

3. Go over each line of your quote and explain what it is and why it is needed

4. Show them the 3D designs and again explain what can be changed/moved and how the costs could change

5. Make it clear nothing at this stage is final & show them how to book a design session with you

6. Let them know you will contact them in a few days to see how they are getting on.

Remember - your CRM will do this on its own if you are using the KBB CRM system!

GOOD LUCK!