Discovery Call Checklist for Home Builder

This checklist is designed for the Sales department of a home-building company specializing in custom homes. It provides a structured approach to conducting discovery calls with potential clients. The purpose of this checklist is to ensure that all relevant information is gathered efficiently and accurately, facilitating a smooth transition to the design and construction phases. By following these steps, sales representatives can build rapport, understand client needs, and set clear expectations, ultimately contributing to successful project outcomes.

Prepare for the discovery call

Step 1: Research the client

Gather information about the potential client, including their business background, previous projects, and any specific interests or requirements they may have. Use online resources, social media, and any available company databases to compile a comprehensive profile.

Step 2: Review previous communications

Examine any prior emails, notes, or communications with the client to understand their initial inquiries and expectations. This will help tailor the conversation to address their specific needs and demonstrate attentiveness.

Step 3: Prepare necessary materials

Ensure that all relevant materials, such as brochures, project portfolios, and pricing information, are readily accessible. Having these materials on hand will allow you to provide detailed information and answer questions effectively during the call.

Open the conversation

Gather client vision and objectives

Confirm design status

Discuss timeline and budget expectations

Gather site details and constraints

Document key information

Set expectations for next steps

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Discovery Call Checklist for Home Builder

Prepare for the discovery call

Step 1: Research the client

Step 2: Review previous communications

Step 3: Prepare necessary materials

Open the conversation

Step 1: Introduce yourself and the company

Step 2: Establish rapport

Step 3: Set the agenda for the call

Gather client vision and objectives

Step 1: Ask about the client's vision

Step 2: Identify key objectives

Step 3: Clarify any specific requirements

Confirm design status

Step 1: Inquire about existing designs

Step 2: Discuss design services

Step 3: Assess design preferences

Discuss timeline and budget expectations

Step 1: Discuss project timeline

Step 2: Explore budget expectations

Step 3: Provide budget and timeline guidance

Gather site details and constraints

Step 1: Inquire about site location

Step 2: Discuss site constraints

Step 3: Plan for site assessment

Document key information

Step 1: Record client details

Step 2: Log design and budget information

Step 3: Share information with the team

Set expectations for next steps

Step 1: Summarize the call

Step 2: Confirm follow-up actions

Step 3: Thank the client

👈 Use this SOP template inside Subtrak