+1(888) 862-1462|hello@moveplnr.com

Start here

Your first week as a sales rep

You turn an enquiry into a booked move. These guides cover leads, estimates, follow-ups and the coaching that helps you close more of them.

Start here, in this order

4 short guides, about 14 minutes of video in all.

Step 1 3:33 Work your sales pipeline Claim new leads, schedule follow-ups, see what is urgent, send pricing and close out lost or invalid leads from New Business. For sales reps and owners, with a video.
Step 2 3:49 Calls, texts and email in the Inbox Connect your phone line and email to MovePlnr, follow every text, call and email with a customer in one timeline, and answer faster with Quick Reply snippets. For owners, office admins, sales reps and dispatchers.
Step 3 3:27 Build and send estimates Plan the stops, price the move as an hourly range or a fixed rate range, email the estimate, follow it in your pipeline and book on-site estimates. For sales reps and the office.
Step 4 3:28 Build contracts and collect signatures Set up contract templates with placeholders, initials, attachments and reminders, send them at booking or later, add waivers, and handle paper-signed contracts. For office admins, sales reps and owners.

Every day

The jobs you will repeat.

Tag moves and filter by tag Dispatch · 2:13
Message your team in direct and group chats Inbox · 2:48
Messenger, Instagram and social posts Marketing · 2:59
Create, assign and track office tasks Profile · 3:02
Read your daily and monthly reports Reports · 2:35
Read the Sales Performance report Reports · 2:54
Work with partners and referrals Sales · 3:56
Build, send and track waivers Sales · 4:26
Coach your sales team with Sales Coaching Sales · 2:57
Send quote pages customers sign and pay Sales · 3:55
Sell supply packages on estimates Sales · 2:23

When something comes up

Bookmark these for a bad day.

Plan small local jobs into rides Dispatch · 3:52
Offer customers financing Finance · 2:56
Send a self-serve estimate Sales · 3:01
Quote and run a long-distance move Sales · 5:57
Find and merge duplicate customers Sales · 3:33
Book packing and moving days as one bundle Sales · 2:26

Set up once

Usually an admin's job. Check it is done.

Bring Local Services Ads leads into New Business Marketing · 2:24
Set up your notifications Profile · 2:39
Set up pipeline follow-ups Sales · 3:35

Coming soon

Your first move, start to finish Take one real customer through a quote, a booking and a paid invoice.

Not your role?

Can't find what you need? Email hello@moveplnr.com and tell us which screen you are on.