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Discuss Conditions, Next Steps, and Payment Terms

2:36
13:24
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At 2:36 in

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

What happens here

The contractor addresses additional conditions raised by the customer, such as trees that need to be cut down on a neighbor's property and the need to access the neighbor's yard. The contractor then explains the next steps: a free site visit to measure everything, show brochures, and finalize numbers, ensuring a clear understanding before scheduling. He also mentions the payment structure: a $100 down payment to secure a spot on the schedule, 50% down at the start of the work, and the remaining balance paid upon completion. He emphasizes that if conditions change, the price may vary, but the initial estimate serves as a solid starting point.

Goal: Clarify project conditions, outline the proposal process, and explain payment terms.

Tools and materials

  • Phone — Continuing the client call

What they say

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Okay. All right. Um, so and then, uh, did that first did that first, you know, come out and measure everything? Is that a like a free estimate, that sort of thing? Yes. In this case, we'll do a free estimate where I'll meet with you. We'll measure everything up. We'll get everything nailed down. But you do understand that your proposal is probably not going to vary much up or down from that $19,000 as long as we're the conditions as you've described them apply. Yeah. Um, one thing to be aware of, um, my neighbors, the the neighbor that shares the largest amount of the fence, largest amount of that retaining wall rather, is, um, they had some large trees there, so it might have made it more of a manual process, but they're apparently in the process of cutting all those trees down, which makes this a little bit easier. Um, but I have no backyard on that side, so we would be in their in their property, so that's just something to be aware of. Okay. And have you talked to the neighbor about this process? Yeah, they're aware that you know we're in the process of getting bids whatnot to take a look at getting this replaced. They're aware of it. It's just a matter of like removing the existing wall sort of stuff. I wasn't sure how that would impact that amount. That's why I thought they'd bring it up now. Okay. And that's something that I can't see the the site. I've never been to it yet. And so that's why I do the site visit to verify all those conditions, do an accurate measurement at that time, and then write up uh your proposal for you, which will be good for this year. But just be aware, it's right now, what is it? Uh June 16th, 2015. In another 2, 3 weeks, we'll be booked out till after September and into October. I signed contracts every single day. I signed one just earlier this morning. So that's my job is to go out and sign contracts and to get us booked up for the year. So if this is something that you want to do yet this year, we should probably look at it pretty quick. And then it's just $100 down. So literally I take $100 from you and it's staple it to your proposal and the date on your check you get put into the order the job list. Okay? And then when we show up on site, we want a hund we want half down at that point. So, as soon as we show up, we arrive, we start tearing out the old wall and we're getting things taken care of. We want half down. And then before we leave and before we move on to the next job site, we want to be paid in full for the…

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