No. 7: What Happens During a First Meeting With a Client?

Update: 2024-07-30

Description

In episode 7 we unpack what happens at the initial meeting with the client. This topic comes directly from listener feedback requesting deeper dives into specific steps in our process. The conversation begins with a brief description of how we track incoming opportunities, assign them to Project Developers, and use batchgeo.com to map nearby projects. It continues to address several details of this initial engagement with the potential client that includes:

- what to bring on the initial appointment

- tools we use during the conversation in the home

- a framework for the discussion

- ideas, what is possible, options that should be considered

- how long should they expect the design and construction process to take?

- what is an appropriate budget for the project they are considering?

- what they should choose Case for their project

- the difference between educating and qualifying

- how the conversation needs to center on them and be less about us

We wrap up with an acknowledgement of how challenging it is to get and keep the attention of clients right now. Every effort needs to be made to take advantage of their attention while we have it.