LOI - How to Collect Info

Question 1

1. Customers Name

Answer 1

I’m ____ by the way. I get talking and forget. What was your name?

(Write their name down on your phone notes section)

Question 2

2. Customers Address

Answer 2

And what is the address here?

Question 3

3. Get the Phone Number

Answer 3

In case we can’t make it for some reason. Is there a number we can call to reschedule?

Question 4

4. Get the Email Address

Answer 4

We aren’t going to send you any junk mail but they like to send you a copy of the design. Do you an email address we can send that to?

Question 5

5. Set Customer Expectations

Set Follow up Next Day

Answer 5

I am going to leave a packet with you, with my number in it. If you think of any questions or anything jot them down and when we come back we’ll make sure and answer them. Here you go. We’ll see you at 7:00 tomorrow to show you guys how it turned out!

Question 6

6. Utility Info

Answer 6

Get copy of page 1 and 3 of utility bill. Follow usage steps to obtain usage.