How are you qualifying new clients?
This is something we’ve struggled with for a few years. How and when to really qualify clients before you do the estimate. Right now our flow is typically people will call and speak to my Admin and she will book them in for a video call with myself. They can also book and schedule this online through the AI receptionist or online booking. Now because we’re just doing a video call we’re not driving all over. I don’t really have a whole lot of skin in the game. I’m wondering, should I not qualify them too hard? These are the qualifying questions that we’ve been trying to ask. 1. When would you like to get this project done? 2. Do you have a budget for this project? 3. Have you got other estimates that we need to be aware of? Who is hard-core when you do this? If you didn’t like the responses you were getting would you literally stop the video call and say sorry we can’t give you an estimate for this? I would love to hear how hard-core others are doing this? Thanks for your time.Any tips for making YouTube videos that actually bring in customers?
If you're creating videos for your business (or thinking about it), what's one thing you've learned that makes a difference? In this Masters of Home Service episode, Jacob Palmer (Palmer Electrical) talks about how simple YouTube videos became one of his biggest lead generators. He shares practical advice on filming real jobs, building trust before the first phone call, and using video content to win more local customers without relying on paid ads. Never miss an episode of Masters of Home Service. Subscribe on YouTube, Apple, Spotify, or wherever you get your podcasts.
Are You Selling Your Service… or Selling the Experience?
Customers have more choices than ever. Sometimes the difference isn’t just the service you provide, but how you make people feel from the first interaction to the final follow-up. What are some ways your business creates an experience that keeps customers coming back?
Optional line items
It seems like my ability to make a line item optional isn't available anymore. I have used it in the past where you check the box below the line item to mark it as optional, but that isn't showing up as an option any more. Is there a different way to do this and I'm just missing it? Any help is greatly appreciated!How fast are you sending estimates right now?
How quickly do you respond when a lead requests a quote? What tools are you using to speed up the process? In this episode of Masters of Home Service, ryaantuttle and WiringByron break down: Why faster replies win you more jobs (and boost close rates by 30%) How online booking and video calls help you quote without site visits How quote templates, automation, and AI speed up estimates to minutes Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
