Preparing a homeowner for a site survey
A preparation message should reduce uncertainty about the visit without promising findings in advance.
A practical approach
Explain the purpose, the confirmed scheduling details and any approved preparation instructions. Identify the contact for access changes or questions. Distinguish a survey from a final design or installation commitment. Keep requests proportionate to the visit and avoid asking the homeowner to perform technical or unsafe inspection tasks.
Put it into practice
- Explain the visit’s purpose
- Confirm the scheduling status
- Provide a contact for changes
General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.