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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.
The prompt · Copilot
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 Copilot chat. Leave plugins off, and do not open a file from OneDrive.
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.
You describe the job and what you know so far.
The assistant asks what usually goes wrong on this kind of job.
You get a visit checklist, the questions to ask, what to say before you leave and a same-day follow-up.
What happens
Use Copilot to 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.
Tools
Paste the prompt, fill the blanks, copy the draft.
- Microsoft Copilot — required. Drafts from the text you paste. Nothing is sent.
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