Keep custom cabinet jobs moving from drawing to delivery
A kitchen is a long project with a lot of hands. Puffly keeps the consult, drawings, deposit and install date in one place so your shop schedule stays full.
Where cabinet shop leads come from
Designers and architects
Interior designers specify cabinetry and send clients to shops whose work they have seen in person.
Builders and remodelers
A general contractor planning a kitchen needs a cabinet shop that quotes fast and hits the install window.
Photos of finished kitchens
Instagram, Pinterest and Houzz bring homeowners who already know the look they want and search for someone who can build it.
Past clients
A kitchen last year turns into a bathroom vanity or a built-in this year, if you stay on their mind.
What slow follow up costs a cabinet shop
Custom cabinetry is a major spend and a slow decision, so the client keeps comparing shops and finishes. A set of drawings that goes unanswered can sit for weeks. The shop calendar then fills with other work and the project loses its build slot.
A pipeline that fits a cabinet shop
Puffly’s pipeline is yours to name. Here is one way a cabinet shop could lay it out.
- Design consultKitchen size, style, budget range and timeline discussed.
- Drawings and quoteLayout and pricing sent, with room for revisions.
- Deposit and material orderDeposit received, finish samples approved and lumber or doors ordered.
- In the shopBuild is on the schedule and the client knows the delivery window.
- Delivered and installedFinal adjustments, doors and drawers tuned, then a review request.
Follow up moments worth a reminder
Drawings sent ten days ago and the client has not replied
"Hi [name], wanted to check that the drawings came through. Happy to change the layout or walk through them on a call."
Deposit is in but the finish sample has not been approved
"Hi [name], we're ready to order once you approve the finish. Want me to bring a fresh door sample so you can see it in your kitchen light?"
Cabinets installed and the countertop template is waiting
"Hi [name], cabinets are in and level. Your countertop company can schedule the template now. Want me to let them know?"
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Homeowners aim to finish kitchens before the holidays, so late summer and early fall get busy with deadlines. Winter is a good time to follow up on old drawings and book spring builds while the shop has space.
Questions from cabinet makers
Can I track a project that takes months?
Yes. Keep each job in the pipeline with tasks for approvals, orders and delivery. Puff helps you notice when a job has gone quiet.
Does Puffly handle drawings or cut lists?
No. Use your own design software. Puffly tracks the client, the quote and the next step, and you can keep notes about revisions.
How do I keep designers sending me work?
Add each designer as a contact or company, link the projects they refer, and set a task to check in. Puff can draft a thank you for you to approve.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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