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Customer Follow-up and Site Visit Scheduling

8:00
13:24
51.1K views

At 8:00 in

How to Close a $20,000 Deal - Live Sales training

What happens here

The customer calls back the next morning, confirming their interest and indicating they are ready to proceed with a site visit. The customer confirms the initial measurements but clarifies the wall height is closer to 4 feet, adjusting the estimated square footage. They schedule a site visit for Friday morning at 9:30 AM. The contractor notes that the customer's callback and eagerness to schedule confirm their seriousness, indicating a high probability of closing the $19,000 deal. This demonstrates the effectiveness of the pre-qualification process.

Goal: Confirm customer interest and schedule a site visit for final measurements and proposal.

Tools and materials

  • Notepad — Taking notes during the call
  • Pen — Writing down details
  • Phone — Receiving and making calls

What they say

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guys. Okay. Sorry about that. Okay. So, we talked yesterday on the retaining wall that's surrounding your garage. 100 ft long and it's 4t tall. You went out and measured it. Is that great? Yeah, it's in that like three and a half to four and a half range cuz like it's different. Like there's some sections are a little bit taller than others. So like we'll call it four. Okay. Okay. So, you know, either way, we've got we've got our base numbers established so that when I come out there, all we got to do is really finalize the measurements, look at the site, make sure that we can get in, make sure that the materials we're proposing to use are what you need and something you like, and then we can get you set up into the system. Okay, perfect. Um, yeah. So, what are what's your like for take a look at it? Uh, I could swing out tomorrow. Uh, let's see. I've got I've got my morning is filled up. Early morning is filled up, but then later morning I could come out or later afternoon I could come out. Um, what about Friday morning? Friday morning works. All right, that's perfect. What time? What time? Uh, you want to do around 9:30 Friday morning? Sure. Okay, so we're going to go I'm just taking some notes. It's wall 100 ft long, 4t tall. Mhm. 53. Okay, got it. Okay, Chad, I appreciate the fact you called back. Um, I will see you. We We're set up for Friday, 9:30 a.m. I'll see you there. We'll finalize the numbers and get everything lined up for you. 9:30 Friday. All right, sounds good, Chad. Thank you. Thank you. Yep. Bye. So, that was the call from yesterday. He called back. Now, we know where his level of interest is. We talked about the numbers before. I'm going to go out in a few days, look at his job site, and there's no guessing at this point. The

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