ESTIMATOR TRAINING MANUAL
SURVEY PROCEDURE CHECKLIST
Customer Name: ________________________________________
Date of Survey: __________________________________________
Estimator Name: ________________________________________
Dress Code Followed ( YES NO )
Checked File Before Leaving ( YES NO )
Parked Appropriately ( YES NO )
Let customer make eye contact first ( YES NO )
Knocked and Stepped Away from Door ( YES NO )
Said, ‘Hi I am (name) with KM ( YES NO )
Asked for customer’s name ( YES NO )
Waited to be invited in ( YES NO )
Asked to take off shoes ( YES NO )
Explained Survey Process ( YES NO )
Tallied Floors Completely before moving to next ( YES NO )
Consulted with Customer at table or counter top ( YES NO )
Explained Survey, KM Flyer and AYRFMD Sheets ( YES NO )
During departure stated, ‘I just want you to know KM would love to have your business.’ ( YES NO )
Made sure customer name on TOM after survey ( YES NO )
SURVEY PROCEDURE CHECKLIST
Customer Name: ________________________________________
Date of Survey: __________________________________________
Estimator Name: ________________________________________
Dress Code Followed ( YES NO )
Checked File Before Leaving ( YES NO )
Parked Appropriately ( YES NO )
Let customer make eye contact first ( YES NO )
Knocked and Stepped Away from Door ( YES NO )
Said, ‘Hi I am (name) with KM ( YES NO )
Asked for customer’s name ( YES NO )
Waited to be invited in ( YES NO )
Asked to take off shoes ( YES NO )
Explained Survey Process ( YES NO )
Tallied Floors Completely before moving to next ( YES NO )
Consulted with Customer at table or counter top ( YES NO )
Explained Survey, KM Flyer and AYRFMD Sheets ( YES NO )
During departure stated, ‘I just want you to know KM would love to have your business.’ ( YES NO )
Made sure customer name on TOM after survey ( YES NO )