We are wanting to create "Specials" for our customers based off their motivation to buy. Currently we have a debrief form our Home Solutions Advisors fill out that ask the question "What is the Customers Motivation to Buy?" We would like to somehow capture that information in Service Titan vs the debrief form and be able to run a report that would contain those answers and having the ability to export and sort. This would give us the data we need in order to customize a "Special" for those different customer groups as a marketing strategy to generate sales. Any ideas on how we can do this or how anyone is currently creating specials for their customers?
