Pre-visit briefs
Nobody walks in cold. Whoever goes out to price the job gets a one-page brief on the customer an hour before they arrive.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Tomorrow's visits and calls listed
Every quote visit and sales call in the calendar is matched to the customer's record.
- 02
Their history pulled together
Past jobs and invoices, any open quotes, recent emails and texts, and notes from the last conversation, in date order.
- 03
The basics on a business customer
For commercial customers, what the company does, how big it is, and any public news worth knowing before you walk in.
- 04
One page, sent before the visit
Who they are, what they asked for, anything outstanding and a good question to open with. Sent to the person going, by email or text, an hour before.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The brief is private and never goes to the customer. If a name could match two people, the brief says so instead of guessing.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The estimator scrolls back through emails in the van, or turns up not knowing the customer had a job done two years ago, or that they've already got a quote from you sitting open.
What we build
- Tomorrow's visits and calls listed
- Their history pulled together
- The basics on a business customer
- One page, sent before the visit
A month in
About 3 hours a week of scrolling through old emails is gone. Estimators turn up knowing the history, open quotes included, and customers stop having to repeat themselves.
Ask once, get the whole picture
The brief also works on demand. Ask for the full story on any customer by name and you get the same one-page summary back in a minute, pulled from every inbox and system it can see.
If the customer changed company, or two records share a name, the brief flags it rather than mixing them up.
FAQ
What if the visit gets moved?
The brief follows the new time, because the calendar is checked again each morning.
Does it look people up on social media?
No. For business customers the pre-visit brief reads the company's public website and news only. It doesn't dig into anyone's personal social accounts.
More for sales & follow-up
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Bring this one to a free live build.
Thirty minutes on pre-visit briefs. We build its elf with you, live, and you keep it.