Write a short page listing, in order, every step from the first call to the final payment, with who is involved, how long each step takes and what the customer needs to do.

The call that waits

Somebody has your page open and the phone in their hand, and they do not call. Price is not what stops them. They cannot picture what happens once they do.

They wonder whether someone will come to the house, whether they will be pressed to decide on the spot, whether the quote costs anything, and when money changes hands.

Few people ask those questions out loud. They put the call off until next week, or ring whichever business made the process look simpler.

A page that explains the process step by step answers them before anyone has to ask.

The questions behind the hesitation

The fifth is the one people are least willing to raise. Asking about deposits can feel like admitting money is tight, so the question goes unasked, and the call goes unmade.

Numbered steps, in order

The page works best as a numbered list in the order things happen: the first call, the visit or meeting, the quote, the decision, the booking, the work, the payment.

Each step needs four things in plain words: what happens, who does it, roughly how long it takes, and anything the customer must prepare or bring.

Five to eight steps covers most businesses. More than that usually means two steps describe the same thing.

Times in ranges, honestly

Timeframes are what people most want to know and what businesses most often leave out, usually because they vary.

A range is fine: we usually call back the same day, quotes follow within a week of the visit, most jobs start two to four weeks after you accept.

Say what makes the range longer, such as the season, materials on order or approval from someone else, so a longer wait does not come as a surprise.

If the honest answer is that nobody knows until the visit, say that, and say when the customer will find out.

When plans change

The last question in the list above is the one most process pages skip, because answering it feels like admitting that things go wrong.

Say how changes are handled. If a job turns out bigger once work starts, explain who decides, how the customer hears about it, and that nothing extra goes ahead without their agreement.

Say what happens if the customer needs to postpone, and whether a deposit carries over or comes back.

A few honest sentences here remove the fear of being trapped once the work has begun.

A worked example

A monument maker with a small showroom beside its workshop makes headstones and grave markers, most of them ordered by families within a year of a death.

Its website showed a gallery of finished stones and a phone number. Families called and asked the same questions, or put the call off for months, unsure what they would be committing to.

The owner wrote a page called from first call to installation, in six steps.

It begins with a phone call or a showroom visit, with no obligation, and says nobody will come to the family's home unless asked.

Then come choosing the stone and the wording, checking a drawn proof, the cemetery's approval, cutting and engraving, and installation, each with a typical timeframe and a note on what can lengthen it.

The page says the deposit is taken when the family approves the proof, and the balance after installation.

It also names who the family will deal with, which for most is one person from the first call to the end.

And it lists what to bring to the first meeting: the cemetery and plot details, and the names and dates written exactly as they should appear.

The tone of the page

A process page is not a sales page. It should read the way a calm, experienced person would explain things on the phone.

Leave out slogans, trademarked names for the process and photographs of handshakes. Plain steps and honest times do the reassuring.

State the reassurances outright where they are true: the visit is free, there is no obligation, and the quote can be taken away and thought about.

Where the page belongs

A page nobody finds reassures nobody. Link it beside the phone number on every service page, with words such as what happens when you call.

Link it from the contact page, and include it in the email that confirms a visit or a booking, when people are most likely to be wondering what comes next.

A short version, three or four lines, can sit on each service page itself, with the full page one tap away.

The person who answers the phone can mention it too, for callers who would rather read before deciding.

Keeping it true

The page only helps while it matches what actually happens. A page promising a callback the same day, when it now takes three, does more harm than no page at all.

Ask the person who answers the phone to read it every few months, and change it whenever the process changes: a new booking system, a new deposit rule, a longer wait for materials.

The counter-case

A shop or restaurant that customers simply walk into needs no process page. Neither does a business whose whole transaction happens in a single phone call.

Some work varies so much from job to job that precise steps would mislead. Even then, the general shape and honest ranges help more than silence.

For any business where a first call leads to a visit, a quote and a booking, write the steps down, in order, with times and money included.

Writing it this week

  1. Ask whoever answers the phone what callers ask.
  2. List the steps in the order they happen.
  3. Give each step a timeframe in plain words.
  4. Say when money changes hands.
  5. Say what the customer brings or prepares.
  6. Link the page beside every phone number.
  7. Review it whenever the process changes.

Step one gives the page its content. The questions callers ask are the same ones the people who never called were asking, and whoever answers the phone has heard them all.

Keeping the services those steps describe accurate is covered in service pages for work you no longer do.


Frequently asked questions

Why do people hesitate before calling a business?

Often because they cannot picture what happens next: whether someone visits, whether they will be pressed to decide, whether the quote is free, and when money changes hands.

What should each step on the page include?

What happens, who does it, roughly how long it takes, and whatever the customer must prepare, bring or decide before that step.

How many steps should the page have?

Five to eight covers most businesses, from the first call through the visit, quote, booking and work to the final payment. More usually means steps overlap.

Should the page give timeframes if they vary?

Yes, as honest ranges, with a note on what makes them longer, such as the season, materials on order or someone else's approval.

Where should the page be linked?

Beside the phone number on every service page, from the contact page, and in the email confirming a visit or booking, when people wonder what comes next.

Does every business need this page?

No. Walk-in shops, restaurants and businesses that complete everything in one call do not. Any business where a call leads to a visit, a quote and a booking does.

West Coast Media Solutions Inc. provides web design, web development, hosting, digital marketing, and business consulting to organisations across Canada, drawing on more than twenty-five years in the field.

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