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๐Ÿ“„ What to Say When You Deliver the Estimate

When you present the estimate, this is the perfect time to help the customer think about how to pay.

Updated over 2 months ago


๐Ÿ’ฌ Introduce Financing Confidently

Let them know itโ€™s available before they ask. Hereโ€™s how:

โ€œThis project comes to about $6,000 total. We now offer pay over time options with low monthly payments to help keep your budget flexible. Would you like to learn more?โ€

Share the 1-Pager PDF to help them contextualize the estimate price.


๐Ÿง  Help Them Think in Monthly Payments

Customers often fixate on the full price. While you cannot tell them exactly what monthly payment they will get, you can help them contextualize it through the PDF we offer to help make the project feel more manageable:

โ€œFor example, a $10,000 job might look more like $238.29/month for 120 months โ€” and thereโ€™s no impact to your credit just to check offers. Take a look at this PDF to get more information.โ€


๐Ÿ”„ Emphasize Flexibility

Youโ€™re not selling financing. Youโ€™re offering a helpful option.

"Itโ€™s totally optional โ€” but a lot of customers find it helpful to split up payments, especially if theyโ€™re budgeting for other things.โ€

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