01 /
Ask what changes the answer
Choose questions about the outcome, service, timing and practical constraints. Reuse details the person has already given instead of restarting an intake form.
CONNECTED BUSINESS / LEAD QUALIFICATION
Understand the need. Move the enquiry forward.
Qualification should help a customer make progress. Skillies uses the information already shared, asks for an essential missing detail and connects the requirement to an offer, a quote or the right person.
Discuss your workflow02 /
Connect the requirement to a quote
In a configured Frontdesk workflow, map standard and custom scope to your approved service catalog and create a tailored PDF quote automatically.
03 /
Keep the next action visible
Carry the conversation, quote status and open questions into customer memory. Offer an optional meeting and use eligible follow-ups that stop when the customer accepts or declines.
- Service descriptions, rates and what each offer includes and excludes.
- The minimum information needed to define a useful scope.
- Rules for follow-ups, customer preferences and requests needing a person.
- The customer record, team responsibilities and any optional scheduling workflow.
A quote does not require a discovery call by default. Keep meetings optional, distinguish a quotation from acceptance or payment, and let the team see where a customer actually needs attention.
Know what to expect.
Can we start with qualification and add other steps?+
Yes. The work can start with a defined enquiry flow and extend into customer memory, quoting and connected actions. Additional workflows or integrations are scoped separately.
Does every lead need an owner-approved quote?+
No. The business defines its services and pricing rules once; the configured automatic quoting workflow can then prepare tailored quotes without per-customer owner approval.
Does an interested customer have to book a meeting?+
No. They can continue in WhatsApp and receive a scoped quote there. A meeting is available when they request one or want a walkthrough.
One connected operation.
Explore the people, systems and capabilities around the work.