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In-Home Estimate Audit
Mystery customers request in-home estimates and we grade the entire sales presentation.
Signs you need this
- Estimators who skip discovery or rush the presentation
- Price anchoring and transparency issues in-home
- Missing inspection or documentation steps
- Closing techniques that pressure or mislead
How we handle it
- 1
Our auditor invites your estimator to a real property
- 2
Every step — discovery, presentation, pricing, close — is scored
- 3
You get a detailed walkthrough of the sales encounter
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Program Consultation Today!
Recent in-home estimate audit reviews
“The estimate audit showed our top salesman was skipping the discovery questions entirely. One coaching session and his close rate jumped 22%.”
Dave C.Seattle, WA
Questions about in-home estimate audit
Will the estimator know it’s an audit?
No. The property, the need, and the story are all real — that’s how you see the authentic performance.
What about safety and liability?
Our auditors follow all site-safety rules and our program carries appropriate protocols for in-home work.
Related services
Evidence and planning resources
Let’s Improve Your Customer Experience Today
Schedule your free program consultation online in minutes. Or call now to talk audits.