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