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Conduct On-Site Verification for Final Quote

7:46
11:05
15K views

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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out so you can see got told you time and time again pre-qualify your customers it's going to save you running out to sites giving a number and having a customer with unrealistic expectations answer the door you just heard me on the phone with a customer I gave her a price of $12,900 to remove a swimming pool I'm coming out to the site I'm seeing it for the very first time right now um from what I've seen this is going to be our access route in so we're going to be removing this hammock we're going to be coming we're going to take down a few trees which is extra I didn't know about the trees but that was uh that's going to be a line item we're going to take this fence out right through here we're going to come through the here with a big excavator this is the way we're going to go right through here this is going to be where we work we have this big flat yard here and then we have the swimming pool is going to be right here now one of the things that we have an issue we have in this case is we have the the swimming pool wall has a deck that rests on it so we can't remove this wall unless we remove the deck it's impossible you can't remove one and expect to save the other so in this case we're going to have to get permission from the city to save this wall which is no big deal so what we'll come in here and do is we'll remove all everything else and just save this wall so we can save their enclosed deck um but the price that I gave her on the phone is going to be a fitting price for this minus removing a few extra trees which really isn't a big deal I don't see anything out of the ordinary and so I'm expecting that we'll be able to uh proceed as is on this job bring in a big excavator set it right here and start removing this swimming pool and work our way down and in so let me know if this

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