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Video Module 02 · Record Second
The Home Consultation Visit
This is where the sale really starts. The home visit is your chance to build trust, understand the customer's vision, and position yourself as the expert who can deliver it.
01
Pre-Visit Preparation
~8 minWhat you'll learn
- Reviewing the lead info and notes
- What to bring (iPad, tape measure, business cards, etc.)
- Mapping the route and arriving early
- Mental prep: mindset before you knock
02
Arriving & First Impressions
~10 minWhat you'll learn
- How to approach the front door
- The first 30 seconds: handshake, eye contact, energy
- Reading the homeowner's body language
- Getting invited to the backyard naturally
03
Walking the Yard
~10 minWhat you'll learn
- How to survey the space like a professional
- Asking discovery questions (wants, must-haves, dealbreakers)
- Taking measurements and photos
- Pointing out opportunities and constraints
04
Wrapping Up & Setting Expectations
~8 minWhat you'll learn
- Summarizing what you heard
- Explaining the design process and timeline
- Setting the next appointment (design reveal)
- Leaving behind materials and making notes in CRM