Step by Step In-Person Estimate Guide

In-person estimates help establish trust with the customer, give an accurate assessment, showcase professionalism, help with add-on services, and help seal the deal. Sure, you can send quotes via email or phone, but there’s a whole lot more to gain from a face-to-face interaction with a customer.

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By following this detailed outline, you can provide a thorough and professional in-person estimate experience for your customers. 

Turning a Lead into an Estimate

Respond Promptly

Respond to the Facebook message in a timely manner and speak professionally to customer’s inquiries about your services.

Service Overview

Provide a concise overview of your services and express enthusiasm for assisting.

Messaging Protocol

Keep your message flow short and concise. Only provide minimal details and remember, the goal is to get them on the phone so you can schedule an appointment! When in doubt, follow the Estatehub messaging template.

Appointment Setting

Once you receive an address and prone number, give them a call and discuss the estimate details. Offer a general timeframe for the visit and confirm the appointment details once agreed upon.

Reminder Message

Send a reminder message a day before the scheduled appointment to confirm the customer's availability.

Arrival Notification

On the day of the estimate, message the customer when en route to provide a heads-up.

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In-Person Estimate Process

Arrival

Arrive punctually and in professional attire. Knock on the door and greet the customer warmly, expressing appreciation for their interest.

Customer Engagement

Engage in conversation about the service needed, actively listening to their concerns.

Site Inspection and Scope Assessment

Begin a site inspection by walking through the area with the customer. Carefully inspect the area that needs to be serviced and take note of any difficult stains, damage, and the general condition of the area. Assess the scope of the work, and take measurements of square footage. This is a good time to provide a detailed explanation of the process (including vegetation protection, and cleaning process) if the customer is interested.

Create customized Estimate

Use the information and measurements gathered to create a customized estimate for the customer. Break down the estimate by line items, including materials, labor, and any additional services required (e.g., minor repairs, stain removal).

Estimate Review

Review the estimate with the customer, ensuring clarity on costs, processes, and timelines.

Delivery Method

Provide the estimate either in person or through the CRM, catering to the customer's preference. NEVER send a price over Facebook messenger, it may come off as unprofessional. 

Discuss any Concerns

If the customer has specific concerns or requests, address them during the estimate discussion. Offer professional advice on the best approach to meet their needs.

Closing Options

 If ready to proceed, provide a copy of the estimate for their records; if not, offer a non-pushy follow-up option.

Gratitude and Commitment

Thank the customer for their time, expressing gratitude and reiterating your commitment to quality service.

Maximizing Reach

If time allows, distribute business cards or promotional material to neighboring houses for extended reach.