Online experiences cannot fully replace physical service assessments, and sales cycles are long with high decision-making complexity.

Online experiences cannot fully replace physical service assessments, and sales cycles are long with high decision-making complexity.

Funnel Details Introduction
Industry types suitable for this funnel level
High-ticket industries requiring customized quotes and on-site services, such as renovation, system integration, and B2B solutions.
Website browsing interaction
customer enquires about the services via online form
Data Source
FAQ
In the 'Website browsing interaction' stage, what is the consumer doing?
Consumers are browsing website pages to learn about service content, currently in the preliminary information collection phase.
In the 'Website browsing interaction' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
None. This stage primarily involves automated system tracking of browsing behavior; human intervention is limited.
What are the common optimization methods for 'Website browsing interaction'?
Optimize website content and user experience to increase page depth and dwell time.
Website browsing interaction
Enquire
customer makes an appointment for a site survey (if applicable)
Data Source
FAQ
In the 'Enquire' stage, what is the consumer doing?
Consumers take the initiative to ask for service details through online forms or contact methods, expressing initial purchase intent.
In the 'Enquire' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Sales or customer service staff must respond promptly to online inquiries, providing professional answers to build trust.
What are the common optimization methods for 'Enquire'?
Simplify the form process, set up live chat, and provide clear contact incentives and promises.
Enquire
Appointment
quotation is sent to the customer
Data Source
FAQ
In the 'Appointment' stage, what is the consumer doing?
The consumer books a site survey (if applicable), entering a deeper stage of service evaluation and confirmation.
In the 'Appointment' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Arranging professional staff to conduct the site survey, assessing customer needs, and preparing subsequent quotation data.
What are the common optimization methods for 'Appointment'?
Provide an online booking system, clearly explain the value of the survey, and proactively confirm appointment details.
Appointment
Quotation
customer goes ahead with the quotation, signs and pays for the product/service.
Data Source
FAQ
In the 'Quotation' stage, what is the consumer doing?
The consumer receives the quotation and is currently reviewing, comparing, and considering whether to accept the service plan and price.
In the 'Quotation' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Sales or project managers need to create and explain customized quotes and proactively follow up on customer questions.
What are the common optimization methods for 'Quotation'?
Provide clear, customized quotes paired with professional explanations and limited-time offers.
Quotation
Payment
Data Source
FAQ
In the 'Payment' stage, what is the consumer doing?
The consumer accepts the quote, completes the contract signing and payment, and officially becomes a client.
In the 'Payment' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Completing the contract signing process, assisting with various payment methods, and initiating the project or service.
What are the common optimization methods for 'Payment'?
Simplify the payment process, provide installment options, and provide immediate post-payment service instructions.
Payment
Share to:
Date: 2025-12-08