Hey All,
This morning I wanted to talk about what to do when a prospect calls you looking for an estimate. Should you visit them in person or should you try and close the person on the phone? This topic was brought up in a phone conversation I had yesterday with a window cleaner, so I thought maybe it could be expanded here on the blog.
As most of you know, I always did my estimates in person. I grouped them all together every friday and just went boom, boom, boom, right down the line. This worked out great because it allowed me to stay dressed in my nice company polo shirt instead of having to change into my work clothes. So the entire day’s focus was on estimating. The night before I would personalize and print my estimate packages and the next day off I went.
But…is this the only way to get it done? Of course not. Lots of different ways to accomplish the same end result (more jobs) that we all want. I know many window cleaners who prefer using the phone to close jobs vs. visiting the prospect in person. They save gas, they save time, etc. etc. I understand all the arguments for the phone method vs the “in-person” method.
Keep in mind though that one size doesn’t fit all. The window cleaners who are successful using the phone for estimating are generally ones who have been in the business for awhile and have a nice, healthy customer base. They have the confidence and the experience to be able to confidently close the deal right on the phone.
But there are different stages to any business. What about the new window cleaner just entering the window cleaning business? When you’re in this “new” stage, I just don’t think the phone will give you the results you want. There’s no denying that a face to face presentation backed up by a high quality estimate package that you give the prospect will close more jobs for you than trying to close the jobs over the phone. It has to! You’re just a voice on the phone when they call you. They’re not committed to you in any way, shape, or form (unless of course the prospect is a referral), so it’s too easy for them to hangup and call the next window cleaner, especially if it’s a yellow page caller.
In person however, there is a commitment made. The prospect is listening to your explanation of the service that you’ll perform. Eye contact has been established. So whether a prospect realizes it or not, they have made a commitment to you. The most natural thing in the world after your presentation is for them to say “yes”.
Obviously not everyone says “yes” as we all know, but the percentage of jobs you close WILL be more when presenting in person vs using the phone. With that said though, do your own testing if you have given some thought to phone estimating.
I do think for the first few months, a new window cleaner should present estimates in person simply because he or she needs as many jobs and customers that they can get in order to build a nice customer base, but once you’re established, you might want to test attempting to close jobs on the phone. I do agree that it certainly saves you time. And yes, it certainly will save you gas. But after this savings is calculated, if you’re ending up with less jobs which is negating the savings, then go back to one-on-one in-person estimating. Or continue to test but maybe change up your phone script.
As mentioned at the beginning of this blog post, there are many ways to accomplish the same thing. And through all this, we obviously want the most jobs that we can get, whether it be by phone or in-person. So do what works the best for you. Some folks are simply smoother on the phone. Maybe their confidence level is higher since they don’t have to look the prospect in the eye. Different strokes for different folks.
I actually enjoyed going out in person though. Since all my prospects were all grouped together on fridays, it made for a nice relaxing day of presenting and securing jobs. Easy as pie. And at the end of the day, whoa mama! When you do 10 to 15 estimates in one day with an average price of $250 per estimate and close 80 to 85% of them, it sure was a sweet way to head into the weekend.
Take care for now and have a great day.
Regards,
Steve
