Core • Module 9 — Sales, estimating, and customer experience
Module 9 — Sales: Speed-to-Lead + Intake (Lesson)
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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:

  1. Address
  2. Services requested
  3. Timeline (how soon)
  4. Access notes (gate, water)
  5. 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.