Site Visit

set up

• Schedule Meeting In Calendly With Automatic Updates/Confirmations

Goals

• Create a consultative approach to the client’s needs

• Find potential project-related issues

• Measure all items that you are able and take notes

• Talk to client and make a friend

Appearance

• Clean and well put together

• Company shirt

• Nice shoes

• Nice looking hair

Information to gather

• Ceiling heights

• Applicable door openings

• Square footage of rooms

• All of clients needs and desires for the project

Items to bring

• Business Cards

• Tape Measure

• Laser Measure

• Mobile Phone for photos

• Notepad (or notes on phone)

• Samples If available