📋 Client Visit Strategy

Private Internal Reference

🎯 What I'd try to accomplish today

Cable/Streaming Review (highest value)

Questions:

  • What Comcast package do they have?
  • Current monthly bill?
  • What channels do they actually watch?
  • Sports? Local channels?

Potential outcome:

  • Show them how much they could save.
  • Recommend YouTube TV, Hulu Live, Sling, antenna, etc.

Potential future project:

Full cable-cutting setup.

Typical labor: Assessment today $\to$ Future install $125-$250

🛠️ Other Opportunities

📶 WiFi / Network Check

Questions: Any dead spots? How large is the house? Current modem/router?

POTENTIAL FUTURE PROJECT:

Mesh install ($250-$500 plus hardware)

🌡️ Thermostat Programming

10 minute fix or 30 minute lesson. I'd absolutely do this while there.

🔔 Doorbell Camera

Why don't they use it? App confusion? Notifications?

QUICK WIN:

Get it working; show them how to answer alerts.

🖨️ Printer Replacement

XP-440 drying out. Recommend: Epson EcoTank or Brother InkTank.

LABOR:

Setup typically $75-$125

🛡️ Value-Add Services

Backup & Security

Talk about: Password manager, Windows backups, Cloud backup, Scam prevention.

POTENTIAL FUTURE PROJECT:

Backup strategy implementation

Travel/Seasonal Shutdown Plan (Arizona)

They spend 2-3 months in AZ. Potential services: Smart thermostat scheduling, Camera monitoring, Water leak sensors, Smart shutoff valve, Router restart devices, Vacation checklist.

Similar to Highlands Ranch project.

📱 Consumer Cellular

"I would not spend a ton of time on this today."

  • Look at their current Xfinity Mobile bill.
  • Explain pros/cons.
  • Most likely: Xfinity Mobile is already competitive.

💰 Pricing

Option 1: Technology Assessment Visit

$75 - $100

Includes: Up to 2 hours, Walkthrough, Recommendations, Small fixes.

Option 2: Tech Assessment & Optimization

$149 - $199

Includes: Whole-home review, Streaming analysis, Thermostat setup, Camera review, Security recommendations.

💡 What I think will happen

Expect to walk in for cable-cutting and discover: Printer, Password, Backup, Smart Home, Thermostat, and Phone issues.

The Goal:

  • ✓ Solve 2-3 small problems today.
  • ✓ Create a written list of recommendations.
  • ✓ Schedule a follow-up visit for anything that requires equipment purchases.