You drive to a client’s house, get to know them, walk through the project, and provide a detailed estimate — only to find out that the customer can’t afford the project.
This all-too-common situation wastes time and money. That’’s why we’re excited to tell you about our newest tool: Know Before You Go.
You can find out the maximum a customer could afford before you prepare the bid – then tailor your estimate. We call this Know Before You Go — it’s technology we’ve created to help you save more time and make more money.
Here’s how it works:
-
Select the “Before the Visit” card in your mobile app. Let the customer know that seeing how much they could get won’t affect their credit score.
-
Get notified. You’ll get a notification telling you the maximum amount they could get.
-
Decide next steps. Based on the results, you can do one of 3 things:
-
If they don’t pre-qualify for the cost of the project and don’t have the cash, you can avoid spending time on that bid.
-
If they pre-qualify for the project amount, you can tailor your estimate to their financing options.
-
If they pre-qualify for more than the project amount, you can upsell the customer on a better package.
Ready to try it out? Log into your mobile app and send your KBYG link to a client.
