Collect Initial Customer & Project Details
At 2:05 in
How To Bid Paint Jobs: The Secret to Painting Estimates in 2020. My Secrets Revealed!
What happens here
The paperless estimating process begins with an incoming call from a potential client, often a referral. The office manager (the speaker's wife, Lisa) handles the initial conversation, focusing on excellent customer service. She gathers essential preliminary information, including the customer's contact details, the property address, desired color changes for the exterior, and the preferred timeline for project completion. This interaction is essential for setting customer expectations and acquiring basic data before proceeding with the virtual assessment. The video emphasizes that much of the information traditionally gathered in person can now be sourced online.
Goal: Secure necessary preliminary information from the client via phone.
Tools and materials
- Phone — Communicating with clients
What they say
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What they say
(1,749 characters)Auto-generated from the video audio.