Background:

Mr. James's company provides and installs car convertible roofs, auto and boat upholstery, and custom detailed interiors for a variety of automobiles and boats.

Challenge:

Given his wide range of potential customers from boaters, antique car owners, motorcycle fans, to every day car owners looking to update their auto's look Mr. James wanted to show that him and his team are experts in all areas.

Many people call and visit his shop every week to be quoted. James is certain that he should be able to close a good percentage of clients after giving a price range quote if he had more time to follow up and explain to the customer the value of his company.

Solution:

After 25 years in business Mr. James knew with good certainty what his conversion rate from quote to customer is, and he decided to test this conversion after clients were given an eIntelli proposal customized for his business.

"Results were almost instantaneous I used to have a 6 to 1 quote to customer ratio, now I am around a 3 to 1 or 4 to 1 after only 6 months of eIntelli."

Mr. James has evolved his customization of proposals by creating a template for each type of customer, car, boat, etc. There is even a video greeting from Steve himself.

"When someone wants a truly custom look for their upholstery, I simply click and drag images of some of our most unique job into our proposal. Whether it's a custom monogram seat to an interior featuring your favorite sports team, we can do it and they know it."

"I get a kick out of using eIntelli tracking tool to see how many times the proposal has been viewed, sometimes I think they must send it out to their entire family! It really gives me a sense of how serious they are when I follow up with them."