Ambur Reilly

Financial Analysis: Ability to assess clients’ financial situations, including income, expenses, and debt levels

Communication: Strong verbal and written skills to explain complex financial concepts clearly and effectively to clients.

Problem-Solving: Ability to identify solutions tailored to each client's unique financial situation and develop actionable plans.

Empathy: Understanding and compassion to support clients facing stressful financial situations.

Sales Skills: Ability to market services and build relationships with clients to gain their trust and confidence.

• Types of Upgrades: Familiarize yourself with various home upgrades like roofing, siding, windows, kitchens, bathrooms, and landscaping.
• Identify your ideal customers, such as homeowners, property managers, or real estate investors.
• Consider demographics, such as age, income level, and geographic location.
• Cold Outreach: Use methods like door-to-door visits or networking events to meet potential clients.
• Trust: Establish rapport through active listening and understanding customer needs.
• Education: Provide valuable information about products and the installation process
• Follow up after the sale to ensure customer satisfaction.
• Address any concerns and solicit feedback for future improvements.