Moving Companies
Don't lose the customer asking for a price: the assistant schedules the survey visit, explains the process and follows up after the quote.
Incoming call · Michael O.
Sample conversation
We're moving house — a 3-bed flat. Could I get a price?
Happy to help — where are you moving from and to? For an exact price I can book a free survey visit; is 10am tomorrow OK?
From Riverside to Oakwood. 10am tomorrow works.
Survey visit booked ✓ · Request in the CRM ✓
Not being able to give a firm price before a survey.
Quotes that go cold without follow-up after the survey.
Date-change and cancellation traffic getting lost on the phone.
istGalaxy explains that pricing follows the survey, books the survey visit and follows up with the 'post-survey price reminder' automation. The moving pack ships with a sector pipeline and field pack.
Survey scheduling + reminders
Quote and deal tracking (ready-made pipeline)
Automatic post-survey price follow-up
Intercity process and insurance FAQs in the knowledge base
It only states the ranges/terms written in your knowledge base; it ties the firm price to the survey and offers to book one.