Carefree Blog So, You Want A Proposal for your Copier or MFP, But Don't Have Time To Meet?

It happens every day. We get an email or phone call from a potential new customer needing to upgrade a copier or MFP. That's great! We appreciate the opportunity to earn a new client relationship... that's one of the things that makes our world go round! So, the first thing we do is schedule an appointment to meet the prospective new customer and learn face-to-face about their unique requirements and do what we call a Site Survey.Most of the time, we agree on a time to meet at the client's office. However, occasionally the prospective new client is hesitant about actually meeting in person - they'd prefer that we just send a quote based on the short list of requirements that they are aware of....Ahhh, this is an important 'red flag' which can cause us to respectfully withdraw from the 'opportunity'. Why is this bad news for us if the client won't meet face-to-face? 25 years of experience has taught us the following about potential clients that won't take the time to meet us for an information gathering visit: