Core • Module 9 — Sales, estimating, and customer experience
Module 9 — Sales: Speed-to-Lead + Intake (Lesson)
Module 9 — Sales: Speed-to-Lead + Intake (Lesson)
The rule
Leads are melting ice cubes.
If you aren’t first, you’re last.
SLA targets (realistic)
- Business hours: reply within 5–30 minutes
- After-hours: reply first thing the next morning
Bare-bones intake (the 5-point filter)
You need only enough info to:
- quote accurately
- avoid bad surprises
- route to the right service lane
Ask:
- Address
- Services requested
- Timeline (how soon)
- Access notes (gate, water)
- Anything sensitive (plants, pets)
Scripts
Use:
Output
- Either book a walkthrough OR request photos OR send a quote.
Proof matters
Let customers feel your professionalism before the truck arrives:
- “We’ll do a quick walkthrough + photos, then protect landscaping and begin.”
Gear Box
Add Gear Box blocks at end of lesson.
Policy: Option A links only or AMZ_TODO:<slug>.
Disclosure: As an Amazon Associate, we earn from qualifying purchases.
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.)
Disclosure: As an Amazon Associate, we earn from qualifying purchases.