F. Setting Clear Expectations for Next Steps
Posted: Tue May 27, 2025 5:14 am
Timeline Too Tight: "Given our current project commitments and the typical duration for a project of this complexity, a completion date of [their date] would be challenging. The earliest we could realistically aim for is [your realistic date]. Would that still work for you?"
If It's Clearly a Bad Fit: It's okay to politely disengage. "Thank you for sharing the details of your project. Based on what you've described, particularly [the specific misaligned factor, e.g., the budget expectations/the specific type of work], I'm not sure we're the best fit to meet your needs effectively right now. We specialize more in [your specialty], and I whatsapp number list wouldn't want to waste your time." You can even offer to refer them to someone else if appropriate. This professionalism is often appreciated.
If the lead seems qualified, you need to clearly define what happens next.
"Based on our conversation, it sounds like your project could be a good fit for us. The next logical step would be [e.g., an on-site consultation, a showroom visit, sending them some initial information/portfolio links]."
If an on-site visit: "During the site visit, I'll take a closer look at [specifics], take measurements, and we can discuss your ideas in more detail. This usually takes about [duration, e.g., 60-90 minutes]. After that, I can put together a detailed proposal for you."
Consultation Fees (if applicable): This is the time to mention it. "We do charge a fee of $[amount] for the initial detailed on-site consultation and proposal development, which is then credited towards your project if you decide to move forward with us. Is that acceptable?" Transparency is key.
Schedule the Next Step: Don't leave it vague. "I have some availability for site visits next [Day] afternoon or [Day] morning. Would either of those times work for you?" Get it on the calendar while you have them on the phone.
If It's Clearly a Bad Fit: It's okay to politely disengage. "Thank you for sharing the details of your project. Based on what you've described, particularly [the specific misaligned factor, e.g., the budget expectations/the specific type of work], I'm not sure we're the best fit to meet your needs effectively right now. We specialize more in [your specialty], and I whatsapp number list wouldn't want to waste your time." You can even offer to refer them to someone else if appropriate. This professionalism is often appreciated.
If the lead seems qualified, you need to clearly define what happens next.
"Based on our conversation, it sounds like your project could be a good fit for us. The next logical step would be [e.g., an on-site consultation, a showroom visit, sending them some initial information/portfolio links]."
If an on-site visit: "During the site visit, I'll take a closer look at [specifics], take measurements, and we can discuss your ideas in more detail. This usually takes about [duration, e.g., 60-90 minutes]. After that, I can put together a detailed proposal for you."
Consultation Fees (if applicable): This is the time to mention it. "We do charge a fee of $[amount] for the initial detailed on-site consultation and proposal development, which is then credited towards your project if you decide to move forward with us. Is that acceptable?" Transparency is key.
Schedule the Next Step: Don't leave it vague. "I have some availability for site visits next [Day] afternoon or [Day] morning. Would either of those times work for you?" Get it on the calendar while you have them on the phone.