CHAPTER 04 · ABOUT 30 MINUTES
The sales conversation and planning brief
Agree the right next step without giving away an unscoped estimating job.
Start here
A good first conversation helps both sides decide whether there is a sensible next step. It does not need to become an unpaid design session. Where detailed planning has value, explain the work and deliverable before asking someone to pay for it.
Inside this pack
- What the homeowner wants and why
- Site plans decisions and unknowns
- Other decision makers and next conversation
- Information needed before a useful range
- Appropriate next step and why
The complete pack includes the working steps, a fictional example, a printable worksheet, an editable copy and a check for the person doing the work.
THE COMPLETE READER LIBRARY
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When the reader library opens, one free registration will give you all 16 packs and supporting training. No purchase or paid membership will be required.
The book and reader library are coming soon. For now, explore what is included in each chapter.