Accommodate the customer’s need when possible. If you can’t establish the importance of the homeowner being onsite for the templating appointment early in the sales process, offer alternatives that will work for the customer.
Explain why it’s crucial for the homeowner to be present for the templating. Give them the knowledge to understand: The templater confirms all the details of the job. Any changes after that point become the financial responsibility of the customer, and those changes can incur installation delays. So, make them feel empowered to know that they’re the final decision maker for their kitchen. The homeowners’ friends, relatives, neighbors, or even dealers don’t always know how they envision their countertops looking. This is the opportunity to make the finished look really theirs.
Support your dealer by showing confidence in them, as well as the homeowner who has chosen this dealer. (Instead of throwing the dealer under the bus!)
Minimize any frustration the customer may express. Your job is not only to expedite the remodeling process, but to ease tensions and worries that may arise for the homeowner. It’s much more than just pushing buttons. It’s building relationships.
Offering to reschedule the appointment for a more convenient time should only be a last resort. Due to the time considerations of our vendors and other customers, rescheduling often sets off a chain reaction that will affect the homeowner’s project completion schedule with other trades, such as plumbers and tile setters.