Quotations & sales
How to prepare for a site appointment that leads to a signed project
Prepare by reviewing the buyer’s answers and photos, bringing relevant samples and projects, listening first on site and ending with a clear next step and timeline for the quotation.
Before you go
- Review their budget range, spaces and timeline
- Choose two or three similar projects to show
- Bring samples, measuring tools and a notebook
On site
Listen before presenting. Ask how they live in the space, what frustrates them and what success looks like. Measure carefully and explain what you see.
Before you leave
Summarise what you heard, agree on the next step and say when the quotation will arrive.
Why a local presence matters
Buyers want to meet the people responsible for their home. Showing up prepared, on time and attentive builds that trust.
Questions about this topic
Should the owner attend site appointments?
For high-ticket projects, buyers often value meeting the decision-maker.
Should I quote on the spot?
Only when you can do so accurately; for complex work, a considered quotation is better.