Day 7: The Best Consultation Prep I've Ever Had

Got a consultation on the books — bathroom remodel, $30k budget, 3:30 PM. Asked Jarvis to prep me.

Within minutes I had a full playbook:

The Playbook

• WHO — Full contact info, both spouses' names, address details
• PROJECT — Scope, stated budget, timeline expectations
• BACKGROUND — Prior addresses near military bases (likely military family like me), family details from public records
• CALL FLOW — Timed sections: rapport (5 min) → discovery (5 min) → educate on our process (3 min) → next steps (2 min)
• WATCH FOR — Red flags, decision-maker dynamics, budget flexibility signals

The military connection was gold. I'm a veteran — when I know the client might be too, that changes the entire dynamic of the first conversation. Instant trust, shared language, understood expectations.

Old Way vs. New Way

Old way: Glance at the form submission in the truck on the way to the appointment. Maybe Google the address. Wing it.

New way: Walk in with a dossier. Know their name, their situation, their likely concerns. Have a structured conversation plan. Close with clear next steps.

Same contractor. Same skills. Completely different level of professionalism.

And the client feels it. When you remember details they mentioned once, when you reference their neighborhood by name, when you clearly prepared — that's how you win jobs against the guy who showed up in a dirty truck with a napkin estimate.