IN-HOME DEMO
1. DISCOVERY
Phone Number
*
Decision Makers
Is there anyone else home that should collaborate with us here?
*
Home
What year was the home built?
*
How long do you see yourselves staying in this home?
*
1–3 years
4–7 years
8–10 years
11–20 years
20+ years
Forever home
Less than 1 year
Not sure
Project
What are you looking to get done here?
*
Windows
Sliding Glass Doors
Entry Doors
Garage Door
Roofing
Skylights
Other
Price Conditioning
Did you price condition?
*
Yes
No
Problem
What's the issue with it/them now?
*
How long has it been that way?
*
How has that affected you?
*
How much longer do you want it to remain that way?
*
Magic Wand
Anything else you want to get done around the house? If you could wave your magic wand, what else would you get done?
*
Roofing
Windows
Garage Door
Sliding Glass Doors
Entry Doors
Nothing else
Skylights
Other
Garage Door
Reinforcement
Replacement
N/A
Entry Doors
Wood
Metal
Fiberglass
Not Sure
N/A
Glass / Window Package
Impact Single-Pane
Impact Double-Pane
Impact Double-Pane Low-E
Other
N/A
Timing
Assuming the price is right, when are you looking to get this done?
*
ASAP
Within 30 days
1–3 months
3–6 months
This year
Just researching
Other
Assuming the price is right, is now a good time to get this done?
*
Yes
Maybe
No
Home Economics
How much is your electric bill per month?
*
$
How much is your annual home insurance premium?
*
$
Wind Mitigation / Insurance
You've probably heard some of this before—what's your understanding of how wind mitigation, impact protection, and homeowners-insurance credits all tie together?
*
2. INSPECTION
What are you trying to get done?
*
Product Quantities
*
Windows:
Sliding Glass Doors:
Entry Doors:
Garage Doors:
Skylights:
Roofing:
Sizing / Measurements
*
Inspection / Wind-Mitigation Findings
*
Secondary Water Barrier
Hurricane Straps / Clips
8D Nails / Roof-Deck Attachment
Opening Protection
Other
N/A
Inspection Notes
*
3. INSURANCE CARRIER DEMO
CALL THE HOMEOWNER'S INSURANCE CARRIER
Did I call the carrier?
*
Yes
No
N/A
How much does the homeowner stand to save annually on their hurricane/wind premium?
*
$
4. PRODUCT
What product are you presenting?
*
Windows
Sliding Glass Doors
Entry Doors
Garage Doors
Roofing
Skylights
Other
SHOW PRODUCT / USE DEMO KIT
Product(s) demonstrated?
*
Yes
No
US VS. THEM DEMONSTRATION
Did I complete the Us vs. Them demonstration?
*
Yes
No
Key difference demonstrated
*
Product Selected / Preferred
Color / Finish / Style / Configuration
*
Additional Product Notes
PRODUCT MICRO-COMMITMENT
Is this a product you would be proud to own?
*
Yes
Maybe
No
5. COMPANY PRESENTATION
6. COMPANY CONFIRMATION
Did I complete the Company Presentation?
*
Yes
No
COMPANY — US VS. THEM
Did I explain how Anchor Home Improvement is different from the typical home-improvement company?
*
Yes
No
LOOK BOOK / PROOF
Did I show the Look Book / proof?
*
Yes
No
COMPANY MICRO-COMMITMENT
Does Anchor Home Improvement sound like a company you would entrust to complete this home improvement project?
*
Yes
Maybe
No
7. PRICING / CLOSE
Did I review the complete universe of inclusions?
*
Yes
No
TRIAL CLOSE
If this is affordable for you, is there any reason why we wouldn't be getting this on the schedule today?
*
No — Ready to move forward
Yes
Unsure
PRESENT PRICE
Total Price
*
$
Monthly Payment
*
$
8. FINAL DECISION
Did they buy?
*
Yes
No
Pending / Follow-Up
Complete the agreement / contract.
Yes
No
Get required signatures.
Yes
No
Collect required deposit/payment information.
Yes
No
Did I complete the Letter of Intent?
Yes
No
N/A