Every survey takes time and fuel. A few minutes on the phone first makes sure you only visit customers who are a good fit and ready to go ahead.
The core questions
- Where is the property?
- House, flat or commercial unit?
- How many rooms or units?
- New install or replacement?
- Heating and cooling, or cooling only?
- When would they like it fitted?
- Rough budget expectations
- Have they had other quotes?
Listen for buying signals
A clear timeframe, specific rooms and questions about dates usually mean a serious buyer.
Be honest about price
Giving a typical price range early avoids wasted visits and builds trust.
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