Conducting In-Home Consultations and Estimates
There are LOTS of ways to do In-Home (aka on-site) consultations with prospects and existing clients, but there are some key behaviors that will assure your success.
The module is available for instant download and includes
- The Consultation (video)
- Set-up and Follow-up (video)
- The Bid Sheet (video)
- Bid Sheet and Service Agreement (document)
- Consultation System for In-home Consultation (document)
- Relationship Builder (document)
- In-home Consultation Flow Chart (document)
This is the toolkit developed and used by Liz Trotter, founder and owner of American Maid Cleaning in Olympia, WA. Liz is also a charter member of Cleaning for a Reason and a past board member of ARCSI.
This toolkit/module was first released as the August 2014 installment of the HiPEP: High Performance Employee Program subscription.