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Run a site visit or consultation that wins the job
You're going to see a customer about a kitchen, garden, wedding or extension. Plan the visit so you ask the right things, spot the risks and leave them wanting to book you.
The prompt · ChatGPT
Help me prepare for a site visit or consultation. The job: [e.g. garden redesign] What the customer has told me: [details] What usually goes wrong or gets missed: [list] What I need to quote properly: [measurements, photos, access] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. A checklist to bring and to measure or photograph. 2. The 10 questions to ask, in a natural order, including budget and timing. 3. What to say before I leave: next steps and when they'll get the quote. 4. A same-day follow-up message. 5. Signs this may not be a good job for me. Use only what I've given you, leave blanks for any price or fact I haven't given, and don't invent anything. UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
A short example
Fill the blanks, then paste. e.g. garden redesign: a short note you already have. details: a short note you already have. Leave the rest of the prompt as written.
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