Gone are the days when every client meeting required a trip to your office. Today’s most successful builders are using Zoom to close more deals while saving valuable time. Here’s how they’re doing it.
The Old (Time-Wasting) Way Most builders still:
- Drive hours for initial meetings
- Waste time in traffic
- Struggle with scheduling
- Miss opportunities with busy clients
- Limited meeting availability
The Smarter Approach
- When to Use Zoom Smart opportunities:
- Initial consultations
- Design reviews
- Progress updates
- Selection meetings
- Quick questions
Success Story: “I closed a $600k custom home project without meeting the client in person until after the contract was signed and most importantly they wired me $99k before meeting in-person. They loved that I respected their time.” – Dave Reagan, Reagan Homes
- Professional Presentation Essential elements:
- Clean background
- Good lighting
- Clear audio
- Screen sharing ready
- Professional appearance
- Virtual Selection Process Making it easy:
- Share design options
- Show material choices
- Review floor plans
- Discuss changes live
- Record decisions
Real Example: “My clients are mostly busy professionals. Being able to meet after work via Zoom has doubled my closing rate while lowering my gas bill.” – Dave Reagan
- Progress updates keep clients informed:
- Arlo security camera on the job and available for client and team 24/7
- Photo updates
- Schedule reviews
- Budget tracking
- Quick questions
- Making It Work Key principles:
- Send agenda beforehand
- Keep meetings focused
- Share screen effectively
- Record key decisions
- Follow up promptly
Benefits You’ll See:
- Save travel time
- Meet more clients
- Faster decisions
- Better documentation
- Higher closing rates
Common Questions:
- “Won’t clients want to meet in person?”
- You’ll be surprised how many prefer Zoom especially as you lead them that this is they you do business to save them time. As Dave Reagan discovered, even retirees often prefer virtual meetings.
- “What about showing materials?”
- Use high-quality photos and videos. Schedule in-person selections meetings with your vendors at their showrooms.
The Simple Process:
- Set up professional Zoom
- Create meeting templates
- Practice screen sharing
- Record calls
- Refine your approach
Success Tips:
- Keep initial calls to 30 minutes
- Have materials ready to share
- Record with permission
- Send quick summaries after
- Stay organized
Real Results: “Using Zoom has helped me close more deals while spending less time on the road. My clients appreciate the efficiency.” – Dave Reagan
Ready to Modernize Your Client Meetings? Our Fast Track Ready-To-Go Toolkit includes everything you need:
- Zoom meeting best practices
- Virtual presentation guides
- Client communication scripts
- Follow-up systems
- Complete implementation guide
For just $50, learn how successful builders like Dave Reagan are using virtual meetings to close more deals while working less. Get instant access to our proven system for modernizing your client communications and increasing your closing rate. Learn more about the Toolkit by clicking here.