Huron Roofing and Construction Restoration

📋 Customer Visit Checklist

Customer Name

Phone Number

Property Address

Email Address

Date of Visit

Lead Source

🎯 Pre-Visit Preparation

Business cards ready Have at least 5 cards available

Flyers/brochures packed Commercial & Residential versions

Portfolio photos on phone/tablet Before/after project examples

Estimate forms ready Blank forms for on-site quotes

Measuring tools Tape measure, drone if available

👋 Initial Contact

Professional introduction "Hi, I'm [Name] from Huron Tile & Roofing"

Mention Mark Huron (owner) Owner is hands-on, oversees all projects

Ask about their concerns Listen first, understand their needs

Identify project type Insurance / Contract / Make-Ready

🔍 Property Assessment

Visual roof inspection Check for visible damage, age, wear

Take photos of damage Document everything for estimate

Check gutters & drainage Note any additional work needed

Measure roof area Get accurate square footage

Note roof pitch & complexity Affects pricing and materials

🛡️ Insurance Claims (If Applicable)

Ask about insurance company Which insurer? Claim filed yet?

Explain our claim assistance We work with adjusters for you

Document storm damage Hail hits, wind damage, debris

Offer to meet adjuster We can be present at inspection

💼 Sales Presentation

Show portfolio photos Similar projects we've completed

Explain our process Timeline, materials, warranty

Highlight 24/7 emergency service We're always available

Mention local presence Based in San Marcos, serve Central TX

Provide written estimate Leave detailed quote with customer

✅ Closing the Sale

Address any objections Price, timing, references

Ask for the business "Can we schedule your project?"

Set follow-up date If not closing today, when to call?

Leave marketing materials Flyer, business card, estimate

Ask for referrals "Know anyone else who needs work?"

📝 Notes & Follow-Up Actions

⚡ Quick Reference - Key Selling Points

Owner

Mark Huron

Phone

737-315-2156

Emergency

24/7 Service

Estimates

Always FREE

Coverage

Licensed & Insured

Facebook

@HuronTile

HURON TILE & ROOFING

📋 Customer Visit Checklist

📝 Notes & Follow-Up Actions

⚡ Quick Reference - Key Selling Points