Get your relationship with a potential customer off on the right foot. This checklist helps you
cover all the essentials, and impress the customer during your first contact.
Review client / project provided via ServiceMagic Lead Information
a. Brief introduction of the project manager
b. Company overview & expertise
Project walkthru / visual aids
a. High level discussion of client's project expectations
b. High level discussion of client's budget expectations
Client's "Contractor" requirements:
a. What do they want in a contractor?
b. What do they need in a contractor?
Client's process for selecting a contractor
Design / Build Process Review: (link to Design_Build Spreadsheet)
a. Concept and sequence of events for a design / build project
b. Wishes vs. Wants Identification: Prioritization of client's goals for the project
c. Establish Trust & Confidence: Successful completion of any project is dependent
upon a solid relationship. Discuss your company's commitment to each of the following:
3 Promise Keeping
5 Open Communication
Emotions of Remodeling:
Open the doors of communication and re-assure any of the client's concerns regarding their
remodel project by touching upon common homeowner reservations.
a. Dealing with a crook
b. Financially maxed out
c. Fear of disappointment
e. Control / Invasion of Privacy
f. Conflict Resolution
Expand upon the following points to indicate that your company is best positioned to meet
the project's and client's needs.
a. Ratings & Reviews acquired through ServiceMagic
c. Site preparation / job procedures
d. Review and understanding of plans
f. Warranty & Customer Feedback
Review Design Agreement
Ask client if interested in visiting a completed project or an underway job / set appointment