Conduct On-Site Verification for Final Quote
At 7:46 in
Live Sales Coaching Call
What happens here
After the phone pre-qualification, the contractor visits the customer's site. He points out specific conditions: the access route for machinery (requiring removal of a hammock and some trees), and a swimming pool wall connected to an enclosed deck (which complicates removal unless the deck is also removed or city permission is obtained to save the wall). He notes that while the initial quote was a good fit, the tree removal would be an extra line item. This step serves to identify any discrepancies or additional work needed, allowing for a precise final quote.
Goal: Visit the job site to physically assess conditions, confirm initial details, identify any unforeseen challenges, and finalize the project scope and pricing.
Tools and materials
- Camera/Smartphone
- Measuring Tape
What they say
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What they say
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