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One thing that is so important when doing business with customers is to make sure and get a contract signed between both parties before doing a job. This is rule number one but the next most important part about completing a job and making sure the communication is there between you and your customer is the change order form. What exactly is a change order form? It s a very simple agreement form you have your workers keep with them at all times while on job sites in case the customer wants to add or change something to the contract you first agreed upon. It can be as simple as name date description of change reason of change extra materials to be ordered and the customer s signature. It may sound simple but this can save you so many headaches down the road.
Typically this page should give an indication to the customer that they would be receiving a mail confirming their order within the next few minutes. The confirmation page should also give an indication regarding the time in which they would be receiving the item. Certain important elements like seller s contact details premium offers promise statement delivery details and guarantee should be mentioned within the form. The design of the form should be clean with clear mention of important aspects like price contact information and tax. The customer should find it easy to complete the form and only the minimum number of qualifying questions should be asked. The form should also be periodically checked so as to ensure that it is working effectively.
As always our ancestors in mail order have figured out all of this before us and have used best practices on order forms for generations but for some reason best left to our imaginations many marketers still take the choose your own adventure route to creating an order form. And to make matters worse they don t test. Here are my three most common order form mistakes. Mistake 1: No Benefit Driven Acceptance Statement. The first piece of copy on an order form (especially when you aren t running a catalogue store) is to restate your big promise i.e. what is the buyer going to get from you just by filling it out.