From lead to booked job, step by step.
MoveBookers runs the entire pre-sale process for your moving company. Here is exactly what happens from the moment a lead arrives until your crew loads the truck.
Start booking more movesTen steps. Two teams. One booked move.
Orange steps are MoveBookers. Green steps are your company. The handoff in the middle is where the booked job changes hands.
- Step 1 · Your company
Connect your leads
Web forms, lead providers, calls and referrals route to MoveBookers.
- Step 2 · MoveBookers
MoveBookers responds
A moving sales rep calls immediately, then follows with SMS and email.
- Step 3 · MoveBookers
Customer qualified
Move type, timing, route and fit for your company confirmed.
- Step 4 · MoveBookers
Move details collected
Bedrooms, inventory, access, packing and special items captured.
- Step 5 · MoveBookers
Estimate
A professional estimate prepared under your pricing guidelines and delivered.
- Step 6 · MoveBookers
Follow-up
Scheduled phone, SMS and email touches until the customer decides.
- Step 7 · MoveBookers
Close
Objections handled, estimate accepted, deposit collected where applicable.
- Step 8 · MoveBookers
Booked job
Date confirmed and the job marked booked in the pipeline.
- Step 9 · Handoff
Handoff
Customer, details, inventory and signed estimate delivered to your office.
- Step 10 · Your company
Your crew performs the move
Dispatch, crews and trucks do what they do best.
What the handoff includes
When a job is booked, your office receives everything needed to dispatch it without re-collecting a single detail from the customer.
- Customer name and contact details
- Origin and destination with access notes
- Confirmed move date and time window
- Room-by-room inventory
- Packing and special item requirements
- Signed estimate and pricing
- Deposit status
- Conversation history and notes
Questions about the process
Direct answers about what MoveBookers does, what it does not do, and how the handoff to your company works.
Can MoveBookers work with my existing leads?
Yes. We can work new leads as they arrive and also re-engage the leads already sitting in your inbox, lead provider account or CRM that never received consistent follow-up.
Does MoveBookers replace my CRM?
No. MoveBookers is a sales service, not a software product. Our team works inside a professional moving CRM and sales environment so every lead has a process and context. If you already use moving software, we can discuss how to coordinate with it.
What happens after MoveBookers books a move?
Once the customer accepts and the job is booked, we hand the complete booking to your company: customer details, move details, inventory, the signed estimate and the move date. From there your office dispatches the crew and performs the move.
How quickly does MoveBookers contact a new lead?
Our process is built around immediate contact. New leads are worked as soon as they arrive during coverage hours, starting with a phone call and followed by SMS and email so the customer hears from your company before they move on to a competitor.
Is MoveBookers an answering service?
No. An answering service takes a message. MoveBookers is a sales department: our moving sales representatives qualify the customer, build the move, prepare the estimate, follow up and close the booking.
See the process work on your leads.
Tell us about your company and lead volume. A moving sales expert will walk you through the handoff.