Email script
Short, warm intro for closeout. Includes a slot for the client’s referral link.
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Tools
Materials that close the sale.
Ready-to-send emails, talk tracks, plan one-pagers, and closeout checklists — the stuff we’ve seen work, written so you can send it as-is.
Send to clients
Ready-to-send messages.
Copy these to your email, your texts, or a follow-up after the install. Tested wording — sounds like you, not like an insurance form.
Text script
Two-line version for sending by text. Designed to read as a personal note, not marketing.
Client FAQ
A one-page PDF the client can read on their own. Answers the questions they always ask first.
Explain the plans
What’s actually covered.
The clearest answers to “wait, what does this cover?” — written for clients, not for compliance.
Tier comparison
Side-by-side of Stain, Premium, and Premium Plus. One page, big type, no jargon.
Plan one-pager
A single sheet you can hand to a client at install — what the plan is, what it covers, and how to file.
Coverage terms
The full terms, in plain language. For clients who want to read the fine print before purchasing.
Help close the sale
What to say when they hesitate.
The conversations we hear over and over — written out, with the answers that have actually worked for designers in the program.
Talk tracks
Three short scripts for introducing protection: at scoping, at install, and after delivery.
Objection answers
The five most common pushbacks (“my client doesn’t want one more thing,” “is this just insurance?”) — and how to answer each.
Success stories
Real claims that designers tell their clients about. Specific, short, and shareable.
Project closeout
The handoff moment.
The end of a project is the natural time to introduce protection — the client is happy, the install is fresh, and you’re already wrapping up. Use these to make it easy.
Closeout checklist
What to do, in order, at the end of every project — with the protection conversation slotted in.
Copy / paste client note
Three sentences. Drop into an email at closeout with the client’s referral link. That’s it.