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Remodeler sales discovery

Use the questions that fit the conversation. Discovery is for listening and deciding fit, not completing an interrogation form.

Project and context​

  • What are you hoping will be different when this project is finished?
  • What is driving the project now?
  • Which spaces and problems are in scope? What is explicitly outside it?
  • Where is the home, and are there site, association, access, or timing constraints we should know about?
  • How did you first hear about us?

Investment and feasibility​

  • Have you set an investment range? What shaped it?
  • How do you expect to fund the work?
  • If the desired scope and available investment do not match, which matters more: scope, materials, phasing, or timing?
  • Have you reviewed realistic costs for a project like this?

Household and disruption​

  • Who will use the space, and who needs to be part of the decision?
  • What dates matter, and why?
  • How much disruption can the household reasonably handle?
  • Are there children, pets, mobility needs, work-from-home routines, or privacy concerns that should shape the plan?
  • What did a past contractor do well or poorly?

Trust and decision​

  • What are your biggest concerns about the project or the contractor relationship?
  • What criteria will you use to compare companies and scopes?
  • What have you seen from us that feels useful or credible? What still feels unclear?
  • Is anyone else advising or influencing the decision?

Success, failure, and fit​

  • What would make the project feel successful six months after completion?
  • What would make it a failure in your mind?
  • Which tradeoffs are unacceptable?
  • Is there anything about our process that may not fit what you need?

Choose the next assignment​

Match one useful resource to the uncertainty you heard:

  • Investment concern: a current pricing and scope explainer
  • Schedule or disruption concern: a realistic process guide
  • Contractor comparison: a neutral scope-comparison checklist
  • Trust concern: a relevant project story and problem-handling example
  • Design uncertainty: a comparable project or design-process explanation

Record the answer that changes qualification, the agreed next step, and any promised resource in the CRM. Do not infer private household details that the buyer did not volunteer.