The Qualified Visit

VOL. 02 — THE QUALIFIED VISIT
Filter the tyre-kickers before you drive anywhere.

Every site visit costs you an afternoon. Drive, walk the house, measure, listen, promise a quote, and then spend an evening pricing it. When the homeowner was only ever going to pick the cheapest of three, or has a 15,000 budget for a 45,000 kitchen, that afternoon is gone and so is the evening. Most builders do this two or three times a week and call it marketing.

The Qualified Visit is the pre-visit system that separates real projects from browsers in fifteen minutes on the phone, sets the budget range before you leave the yard, and turns the site visit from a free consultation into the first step of a sale.

WHAT'S INSIDE

- The Enquiry Triage: how to reply to every enquiry within the hour with a message that sorts serious from curious without sounding cold
- The Fifteen-Minute Call: the scripted qualification call, question by question, including the budget question most builders are afraid to ask and how to ask it
- The Budget Bracket: how to set a realistic range on the call, so the homeowner either adjusts their expectations or self-selects out before costing you a visit
- The Pre-Visit Questionnaire: the short form that gets you the photos, the measurements, the timeline and the decision-makers before you arrive
- The Visit Itself: how to run a site visit that positions you as the expert, sets the next step and ends with a date for the quote presentation, not a promise to email something
- The Polite No: how to decline a project you do not want without burning the referral
- The Visit Tracker: the one-page sheet that shows you how many visits turn into quotes and how many quotes turn into jobs, so you know which filter is leaking
- 22 message and call templates, the questionnaire, the budget bracket worksheet, the visit checklist and 8 AI prompts

WHO IT IS FOR

- Owners doing two or more site visits a week that never turn into signed work
- Builders who have never asked a budget question before the visit and suspect it is costing them
- Anyone who wants their quoting time spent only on projects that can actually sign

FORMAT

Instant digital download. 66-page PDF plus every script, template, worksheet and AI prompt referenced inside. Yours to keep and reuse on every enquiry. Delivered by email immediately after checkout.