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Collect Initial Customer & Project Details

2:05
15:53
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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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you know how i use those uh those um online resources to not even meet the customer not even drive out to the house and write effective estimates and and get jobs i didn't get nearly the percentage of wins uh jobs you know doing it that method but i had a significant uh more amount of bids coming in by referral so it all equaled itself out and i still um had just the amount of same amount of work but i was month or booked out for months and months so uh let's talk about how i go about doing that process i mean the first off the bid comes in uh somebody answers the phone my wife answers the phone customers says it's usually i you were referred to me by so and so and um i want to get an estimate on my house and my wife begins gathering uh information and one of the things she'll gather is you know the age of the home um do you want to change the colors of the home um you know the paint colors and um there's some certain information she'll ask what's the timeline you know you want this paint paint job done by and can we even make that timeline but some of the information she's gathering she doesn't even need it because we're going to use online resources and it's amazing what you can get on somebody's home online nothing's private anymore these days but when she has that interaction with the customer and that interaction is extremely important to explaining your bidding process how you're going to go about doing the bid and they'll receive the bid typically the same day and she'll get off the phone once she's off the phone the information is passed over to me or she will even do the research to begin writing the estimate um herself and the first thing we do is we get on google earth and google earth is just this incredible

Auto-generated from the video audio.