The Estimate Process

Question 1

Information Gathering #1

Answer 1

Introduction
My name is ____, what’s your name by the way? Pleasure to meet you.
1. How long have you owned the home?
2. Where are you from originally?
3. What was it about this neighborhood that made you want to move here?
I’ll just make note that we spoke and leave you with some information.

Question 2

Information Gathering #2

Answer 2

Product/Quantity/Type
Most of your neighbors have been saying they have 15-20 windows. Does that sound about right for you?
And they’re all original (wood/aluminum/vinyl), right?

Question 3

Information Gathering #3

Answer 3

Zip Code/City/State
And the zip here is still 12345, right?
And we are in city, right?

Question 4

Information Gathering #4

Answer 4

Street Address
And the adress here is 123 Easy Street, correct?

Question 5

Information Gathering #5

Answer 5

Cell Phone # + Alt
And your cell phone, is that (xxx) or a (xxx)?
And your alternate number, is that also (xxx)?

Question 6

Information Gathering #6

Answer 6

Last Name
And (H/O’s Name), how do you spell your last name?

Question 7

Information Gathering #7

Answer 7

Email Address
And your email address, is that a Yahoo or a Gmail?

Question 8

Information Gathering #8

Answer 8

S.O/Co-Owner
Now(H/O name), is it just you here or both you and a significant other?
And what is your signifacnt others’s name?
* * IF response is “just me”
Okay great, doesn anyone else own the home with you?
And (S.O/other H.O) cell phone, is that also (xxx) or (xxx)?

Question 9

Paint the Picture

Answer 9

Just to let you know the estimate is really easy. All our experts will do is measure everything up, come inside and answer any questions you have, and leave you with the estimate. So when is the best time to catch both you and (S.O) home together, would be the morning or the evenings?

Question 10

Scheduling Grid #1

Answer 10

Decion -Maker “A”: Time
What time do you normally get home?
OR
What time do you normally leave for work?

Question 11

Scheduling Grid #2

Answer 11

Decion -Maker “B”: Time
What time does ___ normally get home?
OR
What time does your S.O normally leave for work?

Question 12

Scheduling Grid #3

Answer 12

Jones Effect
We are seeing some of your neighbors later today.

Question 13

Scheduling Grid #4

Answer 13

Time Close
What I will do for you is have my expert come over today at 5:00 or does 6:30 work better for you?

Question 14

Scheduling Grid #5

Answer 14

Decion -Maker “A”: Confirm
Great. 6:30 works for you?

Question 15

Scheduling Grid #6

Answer 15

Decion -Maker “B”: Confirm
And does that work for (S.O)?

Question 16

Scheduling Grid #7

Answer 16

Clearing Plans
And do either of you have any plans we would be stepping on?

Question 17

Scheduling Transition #1

Answer 17

Great, I’m going to give a call to my Scheduling Department to make sure that day and time is available.
Dial S.D

Question 18

Scheduling Transition #2

Answer 18

Hi Caitlin, it’s (CDR name) (Nitro ID#, in the Philadelphia, community). I’m speaking with (H.O name) and we are giving them and their (S.O) a free estimate on 15 windows. (H.O) was saying today at 6:30 would be best.

Question 19

Scheduling Transition #3

Answer 19

Ok (H.O name), this is my Scheduling Agent, Caitlin. She is going to need to speak with you. She will ask you some questions, like your zip code, address and some of the basic information we just discussed. Then she will look at the schedule and get you that time…Say Hi!

Question 20

Scheduling Transition #4

Answer 20

Thank you so much for your time. Give me two seconds and I’ll get you right back to the rest of your day. Actually, go grab your cell phone for me. I’m going to leave you with our contact information.

Question 21

Button up & Cool down #1

Answer 21

Appointment Reminder
We have you and (S.O) all set for today at 6:30

Question 22

Button up & Cool down #2

Answer 22

Dispatch Script
Did Caitlin mention we would be giving you a call? Ok, that will come from a 732 area code. Just make sure you pick that up. It will be one of our dispatchers letting you know we are on our way to your home.

Question 23

Button up & Cool down #3

Answer 23

Power Contact Info
Now, in your cell phone go to your camera, scan this (QR Code). This is going to give you our contact information. That way you know it’s us when we give you a call.

Question 24

Button up & Cool down #4

Answer 24

Cancellation Script
Most importantly, you don’t have to do this. If there is any reason at all that you would cancel this estimate, just let me know now, because it is a poor reflection on me. Are you sure (Day) at (Time) works for you both?

Question 25

Button up & Cool down #5

Answer 25

***F.O.G Reminder*** Now I know that (S.O) wasn't here for all of this, so I could use your help to let them know that the estimate is completely free, there are no obligations, and it will be guaranteed in writing if you ever want to put it to use.

Question 26

Button up & Cool down #6

Answer 26

***Customer Bill of Rights*** So, a little information about us, we are Power Home Remodeling... We've been a family-first business since 1992. As the largest home remodelers in the country, we pride ourselves in putting the customers first. Here are some of our ratings and reviews as well as the products we offer... This is our Customer Bill of Rights, which is our promise to our homeowners. This is how we believe all homeowners deserve to be treated, whether you choose us or not. When you have a moment, take a look at our website at Powerhrg.com. Our Work Shows.

Question 27

Button up & Cool down #7

Answer 27

***The Cool Down*** So, what you got planned for the rest of the day?