Use This Customer Form To Get More Sales

I’m a mobile detailer. That means I drive to the customer’s’ location to service their vehicles.

Once I actually get on-site, 9 out of 10 times, I’m working outside in the driveway.

There’s no office. There’s no work station. It’s just my car and there car in the driveway. A BIG problem I have is answering phone calls from potential customers when I’m driving or servicing a vehicle.

When I’m driving, there’s no way I can write down their details or take any type of information. So if possible, I’ll have to pull over quickly for 5 minutes to talk.

Or, when I’m actually on-site and I get a phone call, I’m right in the middle of working on a car, so I completely stop, get my pen and paper, and talk about their needs.

Using a legal pad or a notebook works, but often times, I’m writing all over the paper, and when I go to review my notes, I’m not entirely sure where or what I wrote down.

I wanted to fix that for myself, so I created a customer form I can use to quickly and effectively write down all the information I need in an efficient manner.

[bonus]Download ALL [link]customer forms by clicking here[/link]. Download them. Use Them. Make more sales.[/bonus]

The Customer Form

I created 3 different types of forms since I know there are different types of detailers here. You’ll see a form for:

1. A mobile detailer that doesn’t carry water/power
2. A mobile detailer that carries water/power
3. A detailer that owns a shop

These forms were created in Keynote and converted into a PDF. I figured many of you probably don’t have Keynote (Mac application). I think if you have Adobe Acrobat you can make your own changes to it? Not entirely sure…

Anywho, I made the form semi-generic so you can manually write in what you need. More on that in a bit…

IMPORTANT: The key to using this form is to print it out, LAMINATE IT, and use a DRY-ERASE marker to write on it. That way you don’t need to print out 100 sheets.

If you laminate it and use a dry-erase marker, you’ll only need maybe 2 or 3 and you can use them over and over and over again. 🙂

Here is a breakdown of the form:

1.  First name
2.  Last name
3.  Phone number
4.  Gate code– if they live in an apartment or gated community
5.  Address
6.  City
7.  Zipcode
8.  Email
9.  Location– I need to know what type of location the address is
10.  Electricity– is there a power source available where the detail will be performed?
11.  Water– is there a water source available where the detail will be performed?
12.  Service– these are left blank for you to write in manually. I would go with INITIALS of your service, not the full name as it won’t fit
13.  Vehicle information
14.  Source- how the customer found you
15.  Notes

I didn’t add a field for pricing because everyone’s is going to be different. What I do is simply scribble it in right over the name of the service. Nothing fancy. Just squeeze it in the best you can. 

Download it and USE it!