The 4-Step Sales Process Every Contractor Should Use (If You Actually Want to Get Paid)
Starting out as a contractor? Let me guess—you’re great at the work, but the “selling” part feels awkward, confusing, or like it takes too much time.
Been there.
What changed everything for me? A simple 4-step sales process I now teach inside my RemodelXP course. It helps you stop wasting time on flaky leads and start closing jobs like a pro—even if you’re just getting started.
Let’s break it down.
🧲 Step 1: Attract
You can’t sell anything if nobody knows you exist.
Here’s how beginners can start strong:
Claim your Google Business Profile
Post job pics on Instagram or Facebook
Ask past clients for reviews and referrals
Set up a simple lead form (Google Form, Squarespace, etc.)
The goal here isn’t to go viral—it’s to get just a few legit leads that actually want work done.
🧠 Step 2: Prequalify
This step will save you hours—and your sanity.
Before you ever drive to a site or open your calendar, ask:
“What’s your timeline?”
“Have you worked with a contractor before?”
“Do you have a rough budget in mind?”
“Who else is involved in the decision?”
If they ghost, can’t give answers, or say they’re “just getting quotes”—move on.
This filters time-wasters and positions you as a pro, not a handyman chasing work.
👷 Step 3: Consult
This is your time to shine in person or over a call.
Here’s how to win the consult:
Show up early, clean, and confident
Ask more questions than you answer
Show real interest in their pain points and goals
Share relevant past work or photos
Leave them with a clear next step
Stop trying to “pitch.” Start listening. That’s what sells.
📑 Step 4: Close
This is where most contractors fall off—they send a lazy, vague quote and wonder why the job goes cold.
Not you.
Here’s what your proposal should include:
A clear scope of work
Estimated timeline
Simple payment schedule
A strong call to action (“To get started, send a deposit and signed proposal”)
Use a clean Google Doc or template. Make it easy to say YES.
Bonus: Want My Proposal Template?
If you want to shortcut the process, I’ve included my plug-and-play proposal template, prequalify script, and job checklist in the RemodelXP Course.
📥 [Grab the free checklist here] and I’ll send you all the tools I wish I had when I started.