So - the customer communicates over the phone or in person that they do not have the money, employment, or credit score to make a purchase. Now what?
We can't guarantee that the customer will get approved for financing, have a certain credit score, or that they will have the financial means to pay for the project.
Unless the customer decides to cancel the appointment by themselves because they know they can't pay, and don't want the estimate before they meet, then the appointment is not eligible for credit.
Customers will be at all stages of the buying journey. Statistics show that over 50% of all home improvement projects over $5,000 are financed (https://enerbank.com/contractors).
Helping customers with in-house or third-party financing can greatly increase your likelihood of winning more jobs
If customers can’t or don’t qualify for a loan, then you can direct them to resources like https://heartlandcreditrestoration.com/
Questions? Reach out to us at support@contractorappointments.com!