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: 01_business_profile/pricing-notes.md

  • 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: 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

Gear Box (Amazon)

Gear Box links (Amazon): Coming soon.

Disclosure: As an Amazon Associate, we earn from qualifying purchases.