Convert quote requests into bookings, keep customers informed on moving day, and build a reputation for reliability with WhatsApp automation.
Every customer calls 5-10 movers for quotes. By the time you respond, they've already compared prices. Slow response means lost bookings to faster competitors.
Without accurate inventory, quotes are wrong. Team arrives and there's more stuff than expected. Customer disputes extra charges. You lose money or trust—sometimes both.
Customer is waiting, doesn't know when truck arrives. They call every 30 minutes asking "Where's the team?" You're coordinating 5 moves simultaneously—can't answer everyone.
"You broke my TV!" Claims come days after delivery. Without proper documentation, it's your word against theirs. Insurance disputes drag on for months.
Full payment on delivery, but customer wants to inspect first. Team is stuck for hours. Some payments come late, some bounce. Cash handling at delivery is risky.
Moving is stressful. Even good moves get no reviews. Bad experiences get posted everywhere. One negative review tanks your Google ranking for months.
Quote faster, coordinate smoothly, and build a reputation for reliability
When customers message, instantly collect move details: origin, destination, inventory size, and date. Generate preliminary quote within minutes.
Trigger: Keywords "shifting", "moving", "quote", "packers" Action: Send qualification questionnaire Collect: Origin, destination, home size, date, special items Photos: Request photos for accurate inventory estimate Result: All info needed for instant quote
Keywords trigger instant response with structured questions. You collect all necessary details in one exchange instead of multiple back-and-forth messages. This speeds up quoting dramatically.
Workflow tip: Ask for room-wise photos: "Can you share quick photos of each room? Helps us estimate packing materials accurately."
Based on origin-destination and home size, instantly generate accurate quotes with service breakdown and inclusions.
Pricing matrix: Origin-destination pairs + home size Local moves: ₺1,4000-15,000 (same city) Interstate: Calculate based on distance + volume Special items: Add-on pricing for piano, gym, etc. Include: All inclusions and insurance coverage Urgency: Early booking discounts
The rule matches location pairs and home size to your pricing matrix. Quotes include clear breakdowns so customers understand value. The "book early" offer creates urgency.
Workflow tip: Show price range initially, then offer exact quote via survey. Range shows value; survey converts serious inquiries.
For accurate quotes, schedule free home survey. Send confirmation, reminder, and surveyor details automatically.
On "SURVEY": Show available survey slots Confirmation: Surveyor name, contact, what to expect 24h before: Reminder with preparation tips 2h before: Surveyor en-route notification Post-survey: Thank you + quote within 2 hours Follow-up: If quote not accepted in 48 hours
The sequence manages survey scheduling from booking to completion. Customers know exactly when to expect the surveyor and what to prepare. This reduces no-shows and makes surveys more productive.
Workflow tip: Train surveyors to take photos during the visit. "These photos become your inventory reference for the moving team."
When booking is confirmed, send comprehensive checklist: what to pack yourself, what to leave for crew, moving day preparation, and payment schedule.
On booking: Confirmation + complete checklist Day before: Final reminder + crew contact Payment: Milestone-based collection (30-30-40) Checklist: What to pack yourself vs leave for crew Documents: Items NOT to hand over to crew (cash, jewelry) Access: Parking, lift availability, security clearance
The journey triggers on booking confirmation and walks customers through preparation step-by-step. Clear payment schedule prevents disputes. Pre-move checklist ensures smooth execution.
Workflow tip: Include building-specific instructions: "If there are NOC requirements from your society, please arrange 2 days before."
On moving day, automatic updates: crew departure, ETA, loading started, loading complete, in-transit updates, delivery ETA.
Morning: Crew departed, ETA to pickup location Arrival: Team reached, loading starting Midpoint: Loading complete + payment reminder Transit: Periodic updates every 4-6 hours 2h before: Delivery ETA notification Arrival: Team reached destination
Supervisors update status via the system, which triggers customer notifications automatically. Customers stay informed without calling repeatedly. Live location links provide real-time transparency.
Workflow tip: Include item count in loading completion: "127 items loaded as per inventory." This sets clear expectation for delivery verification.
At delivery, send inventory checklist for customer verification. Document condition, collect e-signature, and process final payment.
On unloading complete: Send full inventory list Photos: Attach unloading/unpacking photos Verification: "ALL GOOD" or "ISSUE" responses Issue handling: Escalation to supervisor + documentation Final payment: Triggered after "ALL GOOD" Receipt: Automatic receipt on payment confirmation
The journey sends itemized inventory for verification. Customer response ("ALL GOOD" or "ISSUE") is logged with timestamp. This creates documentation trail for any disputes.
Workflow tip: Include 24-hour window: "If you notice any issues after unpacking, report within 24 hours for damage claim processing."
24-48 hours after delivery, check in with customer. Catch any issues early, request reviews, and offer referral rewards.
Day 1 after delivery: Settling-in check Day 3: Review request (only if no issues reported) Day 7: Referral program reminder Response handling: Route issues to supervisor Positive feedback: Immediate review link + referral info Store feedback: For service improvement
The sequence checks in proactively, catching issues before they become negative reviews. Happy customers get review requests and referral offers. Issues are escalated for quick resolution.
Workflow tip: Don't ask for reviews if issues were reported. Resolve first, then: "Glad we could fix that! Now that everything's sorted, would you share your experience?"
After sending quote, automatically follow up at day 1, day 3, and day 5. Convert more quote shoppers into actual bookings.
Day 1: Thank you + reminder of quote
Day 3: Value highlight + limited-time offer
Day 5: Final follow-up + survey scheduling offer
Day 10: Soft close ("Still need movers?")
Stop sequence: On booking or explicit "not moving"
Track: Quote-to-booking conversion rates
The sequence tracks unbooked quotes and follows up at strategic intervals. Each message adds value—offer details, urgency, or flexibility. This converts quote shoppers who would otherwise go silent.
Workflow tip: Day 5 message can offer survey: "Not sure about the quote? Let's do a quick home visit for exact pricing. No obligation."
For corporate clients with employee relocations, set up dedicated workflows with HR coordination, employee onboarding, and bulk invoicing.
HR contact: Receives all updates Employee contact: Handles logistics directly Quote approval: HR approves before booking Execution: Updates to both HR and employee Invoicing: Consolidated monthly invoice SLA tracking: Delivery timeline commitments Reports: Monthly relocation summary to HR
Corporate relocations involve multiple stakeholders. The journey manages communication between HR (approvals, invoicing) and employees (logistics, scheduling) while tracking SLA compliance.
Workflow tip: Create HR dashboard view: "View all pending, in-progress, and completed relocations for TechCorp this quarter."
Before peak moving season (April-June for transfers), reach out to past customers and corporate contacts with early booking offers.
Campaign: Pre-Summer Transfer Season (Feb-March) Target: Past customers + corporate contacts Offer: Early booking discounts + flexibility Urgency: Reference last year's waitlist Referral: Incentivize word-of-mouth Corporate: Special outreach to HR contacts Track: Bookings attributed to campaign
Seasonal campaigns target past customers before peak season. Early booking offers fill your calendar before the rush. Reference to previous waitlists creates real urgency.
Workflow tip: Segment campaign by customer type: different messaging for previous customers ("Moved with us before!") vs. corporate contacts ("Planning employee relocations?").
From quote request to happy customer
| Capability | Starter $29/mo |
Pro $99/mo |
Business $470/mo |
|---|---|---|---|
| Instant quote collection | Yes | Yes | Yes |
| Route-based pricing | Yes | Yes | Yes |
| Survey scheduling | Yes | Yes | Yes |
| Booking confirmation | Basic | Full | Full |
| Moving day live updates | - | Yes | Yes |
| Delivery documentation | - | Yes | Yes |
| Quote follow-up automation | - | Yes | Yes |
| Review & referral automation | - | Yes | Yes |
| Corporate relocation workflows | - | - | Yes |
| Multi-city branch coordination | - | - | Yes |
| Customer contacts | Up to 500 | Up to 5,000 | Up to 25,000 |
| Team members | 2 | 5 | 15 |
Ideal for movers handling 20-50 moves per month. Includes live tracking, quote follow-ups, and delivery documentation.
Handle corporate relocations? Business Plan ($470/mo) adds dedicated corporate workflows and multi-city coordination.
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