Core • Module 9 — Sales, estimating, and customer experience
Module 9 — Sales: Quote Lanes + Variables (Lesson)
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Module 9 — Sales: Quote Lanes + Variables (Lesson)

The three quote lanes

Pick the lane that protects margin and prevents callbacks.

Lane A — Photo quote (fast)

Good for:

  • repeat customers
  • simple houses
  • gutters/windows/flatwork when scope is obvious

Lane B — Walkthrough quote (accurate)

Good for:

  • roof pitch/height risk
  • heavy oxidation/tiger striping
  • delicate landscaping
  • unknown access

Lane C — Not a fit (say no politely)

Good for:

  • price shoppers
  • unrealistic expectations
  • unsafe access

Variables that change pricing (Tampa Bay Soft Wash)

Source:

  • pitch/height
  • water access
  • delicate landscaping
  • urgency

What not to promise

  • oxidation removal as part of standard wash
  • “perfect” stain removal without test spot

Tools

  • Scope checklist:

Gear Box

(End-of-lesson Gear Box.)

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:
  • Final Walk checklist:

Printables

  • Operator Checklist Pack (truck copy):

Gear Box (Amazon)

(Insert the relevant Gear Box module for this lesson here.)

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