Process Charts for Quoting

[TylerHoffarth]

How many of you currently use, or have considered using a Process Breakdown chart for some of your customers?


I have recently taken on a new software program which allows me to easily make a Process Breakdown chart, where the customer can see in brief the steps I would be taking on their vehicle, and also justifying the time required for some jobs. As well, I am currently working on some polished versions for my website to help people understand my processes.

GRAPHICS = WIN!

I have created a few quick mock-up designs as seen below - please note that they are mock-ups only and is only for show. I did not include all necessary notes, and times are for demo only:


http://i58.tinypic.com/rw2hbn.jpg

http://i60.tinypic.com/1t8mjq.jpg

http://i62.tinypic.com/2117x1h.jpg



For my market, being able to provide documentation such as this along with Vehicle Inspection Forms, etc, has become a staple in gaining business.


If anyone is interested in creating these for your customers, the software is online-based and even free:


https://www.mindmeister.com/#all


There are many uses for this!

Besides being fantastic for process breakdowns, these are useful in many business and personal applications. Trip planning, brainstorming, hierarchy displays, etc.


I hope that this will help you out in one way or another - just a great tool that I came across that I now use daily. Please note, I am not in any way affiliated with the linked business and receive no incentives or anything of the matter through this post.

[aburgeson]

Honestly I feel that might be a little much for a customer to take in. They wont understand 90% of the terms on the chart. They just need some basic terms and if they ask questions clarify. However, on a personal note I love the chart but more so for the detailing community.

[TylerHoffarth]

I can agree with your overall point.

As I had mentioned, I use it for some of my customers. Recently I took it on as a request, as the customer was knowledgable on detailing as a whole, but simply did not feel comfortable working on their own vehicles.

The charts are definitely not for every customer - but for the ones that inquire as to my processes, I've provided a total of 3 now to those types of customers who have loved them. Again - not for everyone, but it definitely has its place I feel.

I never thought about the community uses. Great idea! It's a fun tool to play around with and I'm using it regularly now just to see what I can come up with


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