How should I introduce myself to a customer?

The way you introduce yourself to a homeowner can make a big difference in whether you secure the job. A clear, friendly, and professional introduction helps build trust and shows the homeowner that you are organised and reliable from the very first contact.

Making a strong first impression can significantly increase your chances of getting a response, arranging a quote, and ultimately winning the work.

Why a good introduction matters

Homeowners may receive interest from up to three tradespeople, so how you approach the first contact can help you stand out. A professional introduction shows that you are:

• Reliable and professional
• Clear in your communication
• Serious about the job

It also helps homeowners feel more comfortable responding to you.

How to contact the homeowner

You can reach out to the homeowner through phone, text message, Whatsapp, email, or chat through the platform. Regardless of the method you choose, we recommend following a simple structure when introducing yourself.

When contacting the homeowner, please also remember to:

• Respect the homeowner’s preferred method of contact if they have specified one in the job details.
• Contact homeowners during sociable hours, avoiding very early morning or late evening messages or calls.

A good approach to follow

When contacting the homeowner, try to include the following:

• Start with a polite greeting - A friendly opening sets the tone for the conversation.
• Introduce yourself and your company - Let the homeowner know who you are and which business you represent.
• Explain why you’re getting in touch - Mention that you are contacting them regarding the job they posted on Rated People.
• Confirm how you received their details - If you are reaching out via text or email, it’s helpful to explain that you received their details through Rated People, as they may not recognise your phone number or email.
• Ask about the job and next steps - You can then reference the job lead and ask whether they would like to discuss the work further or arrange a time for a quote that fits both of your schedules.

Example introduction

A simple introduction could look like this:

"Hello, my name is [Name] from [Company]. I’m getting in touch regarding the [type of job] you posted on Rated People. I purchased your lead and wanted to see if you’d be available to discuss the job or arrange a time for a quote."

Taking a professional and clear approach when making first contact, while respecting the homeowner’s preferences and appropriate contact times, helps build trust and increases your chances of moving the conversation forward.