Episode 66: Improve Your Business & Meet New Customer Expectations By Using a Detailed Pool/Spa Assessment Checklist with Michael & Jason

We were excited to have our mentor Michael Dennis back in the studio to share some of his knowledge. Since we have known him, Michael has been excellent at the pool bidding process. He shared his process with us years ago and it helped us tremendously to develop our own process and checklist, so we thought it would be great to share with everyone. We also invited industry up and comer Jason Becker to join us and offer a different perspective to the conversation. We have been really impressed with Jason’s drive to be excellent and provide a truly professional service to his clients. Having both of them in the studio with us created an awesome collaboration which we are excited to share with you all. 

We wanted to be a little more topical with this episode, so we discuss the pool service bid process thoroughly. We talk about the importance of having a system in place so that you can gain the type of customers you want and set that relationship up to succeed from the very beginning. This is the episode we wish we had access to when we started Brothers Pool Service, so you will want to take notes if possible as well as download the checklist to get the most out of the episode. 

Resources & People Mentioned


  • Jason Becker Introduction [02:40]

  • Jason Becker going from stable job earned from Electronic Degree [03:35]

  • Jason Becker helps friend by taking over pool service route for 2 months. [04:50]  

  • I wanted to be professional so I looked for ways to help me. [09:00]

  • Tyler meets Jason at IPSSA [15:40]

  • Jason Becker shares his pool service assessment process. [17:55] 

  • Michael Dennis with X-Pools shares his experience with checklist [26:15]

  • What does X-Pools do and what does the conversation look like from the initial phone call? [29:25]   

  • Starting the assessment with self latching gate and locks. [39:10]

  • Michael preferrers a paper copy of the assessment.  [42:30] 

  • Discussing with the client that the assessment can take 45 minutes to an hour 1 hour. [46:25]

  • Putting together proposal for client. [46:25] 

  • Dedicated team for filter clean and service startup. [49:39] 

  • Referral relationship opportunities. [55:00] 

  • Annual budget [60:15]

  • Who’s archiving photos and explaining each photo [69:40]


Download free pool/spa assessment checklist!

We worked hard to put together a detailed checklist for your next pool/spa service assessment. These are great reminders if you find yourself in the backyard not knowing what to do.


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We want to thank Pentair for supporting the show. At Pool Chasers, we’re all about sharing information so that you can become even more knowledgeable pool professionals. The folks at Pentair get that. And, to show their appreciation, they invite you to enroll in the Pentair Partners Incentive Program. This flexible and simple program rewards you for your loyalty, starting with your very first sale of Pentair equipment or systems. Not only that, but being a Partner gives you immediate and exclusive access to programs and training events—all developed to help drive even more business to your door. Enroll in Pentair’s Partners Incentive Program by visiting http://bit.ly/PentairPartnersPWU to learn more.

We also want to thank Ledge Lounger for sponsoring the show. Since we started Pool Chasers, we've spoken with a lot of pool builders and designers. Something they have all mentioned is that having realistic, detailed 3D renderings to show their clients is a game-changer. Something that makes the rendering come to life is including products and accessories that your clients can purchase from you. Visit http://bit.ly/LedgeCADPWU and you can instantly download a 3D file for ANY product in their catalog. Everything from their signature chaise, to their new patio furniture, cabanas, games are all available to drop into your 3D designs. If you want to transform your 3D renderings, weather you use CAD, Pool Studio, Sketchup, or another platform, you can get the product files you need by clicking the link above.


Please take a moment to think about what this podcast means to you and how many hours of content that we have already produced for you, then contribute what you can afford. Please consider the upper tiers if possible, but even the smallest contribution is extremely helpful in keeping this podcast alive. We will never take it for granted as your support means the world to us.    

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