Free lesson SALES & QUOTING Closing the Sale

The quote visit, minute by minute

What to do, say and look at from the moment you pull up to the moment you leave with a decision.

On-the-tools footage — coming

Being filmed. The written lesson, the steps, the action task and the downloads below are complete — work through those now and the footage will appear here.

What You Will Learn

  • The sequence of a quote visit that closes on the spot
  • What to inspect and what to point out
  • How to present a price without flinching
  • How to ask for the decision without pressure

Step-by-Step Instructions

  1. 1
    Arrive early and look at it before you knock

    Two minutes walking the front of the property tells you the condition, the access, the tap and the drains. You then knock knowing what you are talking about.

  2. 2
    Ask what prompted the call

    Not 'what do you need' — 'what made you decide to get it looked at?' The answer is the thing you are actually selling, and it is usually an event: a photo, a visitor, a sale, a complaint.

  3. 3
    Walk it with them and narrate

    Point out the growth, the shaded side, the stain that will lighten but not vanish, the existing damage. Photograph the damage in front of them. You are demonstrating expertise, not building a case.

  4. 4
    Measure in front of them

    A wheel or a laser. Visible measuring makes the price feel calculated instead of invented.

  5. 5
    Tell them what you would do, in plain words

    Method, sequence, how long, and what it will look like. Name what you will not do and why.

  6. 6
    Present three options on the spot

    Essential, Recommended, Complete. Hand them the phone or the printed quote. Say the numbers out loud, clearly, then stop.

  7. 7
    Stop talking after the price

    The silence is the hardest and most important part of the visit. Let them react. Most operators fill it with a discount nobody asked for.

  8. 8
    Ask for the decision

    'Which of those suits you?' is better than 'let me know'. If they need to speak to a partner, agree a specific time you will call.

  9. 9
    Book the date while you are standing there

    A booked date with a confirmation text converts far better than an emailed quote and a hope.

Notes & reference

A quote is not an estimate delivered. It is a fifteen-minute sales process with a number at the end.

Minute 0–2: arrive properly

Park where they can see the signed vehicle. Wear the shirt. Arrive early, never late — if you will be more than five minutes late, ring. Punctuality is the first evidence they have that you will turn up on the day.

Minute 2–5: ask, do not pitch

"Before I look at anything — what made you decide to get this done now?"

That one question gives you everything. Selling the house. In-laws visiting. Slipped on the mould. Sick of looking at it. Whatever they say is the thing you will repeat back later, and it is far more persuasive than anything you invent.

Then: "Is there anything else around the place that's been bugging you?" This is where the driveway becomes a driveway, path, and house wash.

Minute 5–10: walk it together

Walk the property with them, not ahead of them. Point at things. - "See how it's darker on the south side? That's mould, and it's what makes it slippery." - "This bit here has oil in it — I'll pre-treat that separately." - "Your gutters have got growth in them, want me to have a look?"

You are building the scope in front of them and demonstrating that you know what you are looking at. Take photos as you go — they become the quote attachments.

Minute 10–13: present three options

Never one price. Three. "Driveway alone is $290. Most people in this street do the front-of-house package — driveway, path and entry — for $380. The full exterior including the house wash is $890, and that's the one that actually changes how the place looks."

Then stop talking. The silence is doing the work. Whoever speaks first, loses.

Minute 13–15: ask for the booking

"I've got Thursday morning or Tuesday next week. Which suits better?"

Not "would you like to go ahead?" — that is a yes/no question and the default answer is no. Give a choice between two yeses.

If they need to think

"No worries. I'll text you the quote now so it's on your phone. Can I give you a call Thursday to see where you're at?" Get permission to follow up, with a day attached. That single sentence is the difference between a 30% and a 50% close rate.

Action Task

In the portal these tick off and save as you go.

Use the 'what made you decide to get it looked at' question on your next five quotes.
Practise saying your price out loud and then staying silent for five seconds.
Take a measuring wheel to every quote from now on.

Download Resources

These come with the lesson when you enrol.

🔒 Quote Template MD
🔒 Quote builder Calculator
🔒 The on-site quote script MD