The 7 steps every one-call close has in common
By Brett Davison, Founder and CEO

After nearly twenty years and thousands of appointments in homeowners' kitchens, I can tell you this: the best closers don't have magic. They have a sequence. They do the same things in the same order, every time, and they don't skip steps when they're tired or in a hurry.
The trouble is, that sequence usually lives in one person's head. Here it is on paper.
1. Set the appointment with both decision makers
The close starts before you ever knock. If only one spouse will be home, you're setting up a "we need to think about it." Confirm both decision makers will be there, and confirm it the same way every time.
2. Earn the right to ask questions
The first five minutes aren't about siding or decks. They're about the homeowner trusting you enough to tell you what they actually want, what they're worried about, and what they've already been quoted.
3. Measure and listen
Walk the house or the yard. Ask what bothers them about it now. The answers become the reasons they buy later.
4. Build it with them
Don't disappear to your truck and come back with a number. Build the project at the table with them: the product, the color, the trim, the upgrades. When they've made the choices, it's their project, not your pitch.
5. Show them their own home, finished
This is the moment. A brochure swatch asks them to imagine. Their own house, in the color they just picked, doesn't. When a homeowner can see it, the fear of choosing wrong goes away.
Before
After6. Present the investment in the right order
Retail value first. Then the promotion. Then the ways to pay, with financing shown as a monthly figure. Then ask a simple question: "Which option makes the most sense to you?" No pressure, no tricks. They've seen the project, they understand the investment, and they understand their options. Now let them decide.
7. Sign and send before you leave
Sign the agreement at the table, and send the proposal and the rendering to their inbox that night. The excitement they feel at the table is the best protection you have against a cancellation on Monday.

Why your team doesn't do all seven
Every rep skips something. One skips step 1 and runs one-legged appointments. One skips step 5 because the brochure is "good enough." One jumps straight to the discount in step 6. Not because they're bad reps, but because nothing holds the sequence in place except their memory.
That's the whole idea behind RenderBid: your best appointment, built into a tablet, so every rep runs all seven steps in order, on every appointment.
See all seven steps on a tablet
We run the whole appointment for you on a 30-minute demo, with your own close rate and job size, so you see what it means when every rep follows all seven.
