Core β’ Module 9
Module 9 β Sales: Quote Lanes + Variables (Lesson)
Module 9 β Sales: Quote Lanes + Variables (Lesson)
The three quote lanes
Pick the lane that protects margin and prevents callbacks.
Lane A β Photo quote (fast)
Good for:
- repeat customers
- simple houses
- gutters/windows/flatwork when scope is obvious
Lane B β Walkthrough quote (accurate)
Good for:
- roof pitch/height risk
- heavy oxidation/tiger striping
- delicate landscaping
- unknown access
Lane C β Not a fit (say no politely)
Good for:
- price shoppers
- unrealistic expectations
- unsafe access
Variables that change pricing (Tampa Bay Soft Wash)
- Reference Profile: 01_business_profile/pricing-notes.md
- pitch/height
- water access
- delicate landscaping
- urgency
What not to promise
- oxidation removal as part of standard wash
- βperfectβ stain removal without test spot
Tools
- Scope checklist: 06_ops/bids-contracts/job-scope-checklist.md
Do this next (assignment)
- Run this lesson on a real job or a mock walkaround.
- Capture a Proof Pack for the scenario.
- Do the Final Walk.
References (SOPs + checklists)
- Proof Pack SOP: 04_sops/proof-pack/proof-pack-sop-v1.md
- Final Walk checklist: 04_sops/universal/final-walk-checklist-v1.md
Printables
- Operator Checklist Pack (truck copy): 03_curriculum/printables/operator-checklist-pack-v1.md
Field Guide & Interactive Calculator (tbsoftwash.com)
πΌ Commercial & HOA Proposal Templates + Interactive Estimators:
Gear Box (Amazon)
Field Estimating, Test-Spot & Proof Pack Kit
- UBeesize 64" Phone Tripod β filming walkaround video estimates and before/after Proof Packs.
- Chemical Guys Acc_136 32oz Acid/Chemical Sprayer + 0-14 pH Test Strips β running live 60-second on-site test spots during HOA & commercial walkarounds.
- XTRATUF Men's Ankle Deck Boots + HUK Performance Work Apparel β clean, uniform on-site estimator presentation.
Disclosure: As an Amazon Associate, we earn from qualifying purchases.
π‘οΈ Module 9 Safety Gate β Speed-to-Lead, Quote Lanes & Trust Sandwich
Safety Gate Check
Pass this quick operator knowledge check (80%+) to verify SOP mastery and unlock your track certification.
1. Why must Roof Square Footage always be distinguished from Livable (Heated) Square Footage when quoting a roof wash?
Select an answer for all 1 questions, then click Verify Answers.