What should a siding contractor leave behind after a sales appointment? Learn how to build a professional homeowner leave-behind package with the proposal, product information, warranty details, color selections, contractor credentials and clear next steps—without overwhelming the customer with brochures.
Suburban Wholesale Siding Sales Academy
What Should You Leave Behind After a Siding Sales Appointment?
The siding appointment is over. You inspected the house, measured the project, demonstrated products, discussed design options and reviewed the proposal.
Now you are packing up your samples.
What stays behind?
Leave behind enough information for the homeowner to remember your proposal accurately—not everything that happened to be in your sales bag.
A good leave-behind package should help the homeowner answer four questions after you leave:
What?
What exactly are you proposing?
Why?
Why did you recommend these products?
Who?
Why should they consider your company?
Next?
What happens from here?
The Proposal Is the Most Important Thing You Leave Behind
The homeowner should not have to reconstruct your project from memory.
If you discussed removal, wall preparation, housewrap, siding, corners, window trim, soffit, fascia and an optional gable accent, the written proposal should make clear which of those items are actually included.
A Strong Siding Proposal Should Identify:
- ✓ Siding manufacturer and product
- ✓ Profile when selected
- ✓ Color when selected
- ✓ Removal scope
- ✓ Wall-preparation scope
- ✓ Water-management components included in the contract
- ✓ Corner treatment
- ✓ Window and door finishing scope
- ✓ Soffit and fascia if included
- ✓ Gutters or gutter protection if included
- ✓ Architectural accents if included
- ✓ Insulation if included
- ✓ Price
- ✓ Optional upgrades
- ✓ Relevant exclusions or allowances
- ✓ Next steps
The Federal Trade Commission recommends that homeowners obtain written estimates and understand the description of the work, materials, timing and price when evaluating home-improvement projects.
Square footage tells you how much siding to order. The proposal should tell the homeowner what they are actually buying.
Leave the Product Information for the Product You Actually Proposed
Manufacturer literature can be extremely useful after an appointment.
But there is an important difference between leaving useful product information and unloading your entire brochure collection on the kitchen table.
Better
- Brochure for the proposed siding line
- Selected or shortlisted color information
- Relevant accessory information
- Warranty document or direct warranty link
- Insulation literature when quoted
- Composite cladding information when quoted
Avoid
- Five unrelated siding brochures
- Products you never discussed
- Old literature from discontinued lines
- Unrelated window and door brochures
- A stack of papers with no explanation
- Technical documents that create more confusion than clarity
The leave-behind should reinforce your recommendation—not restart the entire product-selection process after you leave.
Mark the Exact Product You Discussed
Do not assume the homeowner will remember whether you recommended Sequoia Select, Signature Supreme or another siding line after meeting with several contractors.
If you leave a brochure, mark it.
Write Down:
Product:
__________
Profile:
__________
Color:
__________
Trim:
__________
Highlighting the exact product page in the brochure or attaching a simple selection sheet makes the information much easier to revisit later.
Leave a Simple Project Summary
One of the strongest leave-behind pieces may not come from the manufacturer at all.
Create a one-page summary of the project you discussed.
Your Siding Project
What We Discussed Today
Appearance, lower maintenance and updating the front elevation.
[Manufacturer / Product / Profile]
[Selected colors or finalists]
[Corner / trim / insulation / accent]
[Existing gutters / soffit / other components]
[Selection / showroom / revised proposal / follow-up]
Now the homeowner has a written reminder of the conversation—not just a generic manufacturer's brochure.
Leave the Warranty Information
If warranty coverage was part of your presentation, give the homeowner access to the actual written warranty.
That can be a printed document, a QR code or a direct link to the manufacturer's current warranty information.
Do not reduce a multi-page written warranty to one sales sentence.
Coverage can include definitions, eligibility requirements, exclusions, transfer provisions, claim procedures and product-specific terms. Contractors should describe warranty coverage accurately and encourage homeowners to review the current written warranty.
For example, Gentek maintains current warranty resources for its exterior products. If Gentek siding is being proposed, give the homeowner access to the warranty that actually applies to that product.
Separate Product Warranty From Contractor Workmanship Coverage
Homeowners frequently hear the word “lifetime” during home-improvement presentations. That can become confusing when several different warranties are involved.
| Document | Who Provides It? | What Should the Homeowner Review? |
|---|---|---|
| Product Warranty | Manufacturer | Product-specific coverage, exclusions, transfer terms and claim requirements. |
| Workmanship Warranty | Installing contractor | Written contractor coverage for workmanship and applicable terms. |
If your company offers a workmanship warranty, leave the actual written terms rather than relying only on a verbal promise.
Should You Leave Siding Samples?
Sometimes.
A physical sample can be extremely useful when the homeowner is narrowing colors or comparing products. But contractors do not necessarily need to leave every expensive demo sample behind.
Good Reasons to Leave a Sample
- Customer is deciding between two colors
- Homeowner wants to compare the siding with brick or stone
- Another decision-maker needs to see the product
- Customer wants to view the color in different daylight conditions
- Manufacturer provides take-home color samples
Keep Your Demo Sample When
- It is part of your permanent presentation kit
- It is a large corner demonstration
- It is difficult or expensive to replace
- A smaller color chip can accomplish the same goal
- The customer has already finalized the selection
Gentek recommends viewing actual product samples when making final color decisions because colors displayed on screens can vary. Exterior samples should also be considered in natural lighting and against the home's existing fixed materials.
If You Leave a Sample, Label It
Never leave an anonymous piece of siding on the kitchen counter.
Manufacturer
Product Line
Color
Your Company
A small label can prevent the homeowner from accidentally comparing your sample with another contractor's proposal and forgetting which product belongs to which quote.
Leave Color Information—but Narrow It Down
A giant color chart can be useful during exploration, but your leave-behind should ideally reflect the progress made during the appointment.
If the homeowner started with 29 possibilities and ended with three finalists, document those three.
Color Shortlist
Color: __________
Color: __________
Color: __________
Compare finalists outside against the roof, brick, stone, windows and other fixed exterior materials before making the final decision.
Leave the Visualization When You Created One
If you used an exterior visualization tool during the appointment, send or leave the homeowner the strongest concepts.
Do not necessarily send 18 slightly different versions.
A Better Visualization Package
Simple coordinated exterior
Contrasting trim or corners
Architectural accent option
Gentek provides exterior design tools that can help homeowners explore siding, trim and coordinated exterior selections. Digital visualization should help narrow choices; actual samples remain important for final color evaluation.
Leave Proof of Who You Are
Homeowners may be meeting with several contractors.
Make it easy for them to remember who was sitting at their table.
Your Company Information Can Include:
- ✓ Business card
- ✓ Company name and website
- ✓ Direct salesperson contact information
- ✓ Physical business location
- ✓ Applicable licensing information
- ✓ Insurance information when appropriate
- ✓ Written workmanship warranty
- ✓ References or review resources
- ✓ Manufacturer relationships when relevant
- ✓ Training or certification credentials when current and applicable
Do not make the homeowner search the internet later trying to remember which salesperson represented which company.
Use a Folder—Physical or Digital
Presentation matters after the presentation.
Loose pages scattered across the table are easier to lose and harder to understand.
Physical Folder
- Project summary
- Proposal
- Product brochure
- Selections
- Warranty information
- Company information
- Business card
Digital Folder / Follow-Up
- PDF proposal
- Product links
- Warranty links
- Visualization images
- Color selections
- Project photos when useful
- Your contact information
The format matters less than whether the information is organized, accurate and easy to find.
QR Codes Can Simplify the Leave-Behind
Contractors do not need to print every technical document.
A well-designed project sheet can include QR codes that lead to current online information.
Manufacturer product page
Current written warranty
Reviews / website / project gallery
Visualizer or showroom information
Link to durable manufacturer or company pages whenever possible, and periodically audit printed QR codes so customers are not sent to obsolete pages.
Leave the Options You Discussed
If you presented good, better and best packages, those choices should remain understandable after you leave.
| Package | What Changes? | Investment |
|---|---|---|
| Good | Quality siding system with complete required installation scope | $XX,XXX |
| Better | Upgraded siding and selected architectural features | $XX,XXX |
| Best | Premium exterior package with relevant performance or design upgrades | $XX,XXX |
Do not rely on the homeowner remembering which package included insulation or which one included upgraded corners.
Price without scope is just a number.
Make Optional Upgrades Clearly Optional
A leave-behind is especially useful for upgrades because homeowners may want to reconsider them after the appointment.
Possible Optional Items
Insulated siding upgrade
+$X,XXX
Architectural corner upgrade
+$X,XXX
Window trim upgrade
+$X,XXX
Gable accent
+$X,XXX
Soffit / fascia package
+$X,XXX
Gutter option
+$X,XXX
The exact pricing should come from the actual project takeoff and complete installed scope. Do not invent a generic upgrade price just to make the option sheet look finished.
Do Not Turn Required Installation Into an “Upgrade”
Your leave-behind should make a clear distinction between required project components and optional improvements.
Project Requirements
Components and practices required by the selected product, manufacturer instructions, wall conditions, project scope and applicable code belong in the base project where applicable.
Optional Upgrades
Choices that legitimately change product level, appearance, performance or broader exterior scope can be presented separately when relevant.
Proper installation is the baseline—not the premium package.
Leave a Written Next Step
This is one of the most overlooked pieces of the leave-behind.
Do not end with:
“Give me a call if you decide to do something.”
Instead, document the logical next step.
Next Step: Review the three siding colors outside this weekend.
Next Step: Contractor will prepare the insulated siding option.
Next Step: Visit the showroom to compare full-scale products.
Next Step: Follow-up call on __________.
Tell the Homeowner When You Will Follow Up
Professional follow-up should not be a surprise.
“I'll leave everything we discussed with you. Take some time to look it over. I'll give you a call Thursday afternoon to see what questions came up.”
Now the homeowner knows what happens next.
The follow-up is no longer an unexpected sales call. It is part of the process you already explained.
Send a Same-Day Digital Follow-Up
Even when you leave a physical folder, a short digital recap can make the entire presentation easier to retrieve.
Example Follow-Up
“Thank you for meeting with me today. I attached the siding proposal and the information on the product we discussed. I also included the warranty information and the three color options we narrowed down. As discussed, I'll follow up Thursday. In the meantime, please let me know if any questions come up.”
Keep the message useful and easy to scan. There is no need to repeat the entire sales presentation by email.
What Should You NOT Leave Behind?
Avoid the Paper Avalanche
- Outdated product literature
- Brochures for products you did not recommend
- Unlabeled samples
- Technical claims you cannot document
- Unclear handwritten pricing
- Generic “lifetime warranty” claims without written terms
- Pressure-based discount sheets designed only to force an immediate decision
- Competitor attack sheets
- Conflicting versions of the proposal
- A stack of papers with no indication of what matters
More paper does not automatically create more value.
Make It Easy to Compare Your Proposal
Some contractors dislike the idea of making their proposal easy to compare because they fear the homeowner will shop it.
But homeowners are already comparing.
Your opportunity is to help them compare correctly.
| Compare | Questions to Ask |
|---|---|
| Product | Are the proposals actually using comparable siding products? |
| Removal | Is existing siding removal included? |
| Wall Preparation | What happens when the existing exterior is exposed? |
| Accessories | What corners, trim and opening details are included? |
| Other Exterior Components | What happens with soffit, fascia, gutters and penetrations? |
| Warranty | What does the manufacturer cover and what does the contractor cover? |
Do not be afraid of comparison. Be afraid of an unclear proposal being compared only by the bottom-line number.
A Simple Leave-Behind Checklist
Before You Leave the Driveway
□ Written proposal
□ Project summary
□ Proposed product identified
□ Product brochure or link
□ Color finalists documented
□ Warranty information
□ Optional upgrades separated
□ Company information
□ Business card / direct contact
□ Samples labeled if left
□ Visualization sent if used
□ Next step documented
□ Follow-up date established
□ Same-day digital recap planned
The “Kitchen Table Test”
Imagine the homeowner meets with three siding contractors.
The next evening, all three proposals are sitting on the kitchen table.
Can the homeowner look at your folder without you sitting there and still understand what makes your proposed project different?
Can they identify the product?
Can they remember the color?
Can they tell what happens around the windows?
Can they see whether soffit and fascia are included?
Can they find the warranty?
Can they contact you easily?
If the answer is yes, your leave-behind is doing its job.
Your Leave-Behind Is the Sales Presentation After You Leave
This is why the leave-behind deserves more thought than simply handing the homeowner a brochure.
During the appointment, you explain the project.
After the appointment, your documents have to explain it for you.
A clear proposal, relevant product information, documented selections, warranty resources and a defined next step can keep the project organized long after you pull out of the driveway.
The Bottom Line
What should you leave behind after a siding sales appointment?
Clearly defined project scope.
Information on what you actually recommended.
Products, profiles, colors and options discussed.
Access to the actual written coverage.
Credentials and easy contact information.
Exactly what happens after the appointment.
Leave clarity behind.
Not clutter. Not pressure. Not a pile of brochures.
The homeowner should be able to understand your project even when you are no longer sitting at the kitchen table.
Build a Better Siding Sales Kit With Suburban Wholesale & Supply
Contractors need more than siding panels to make a strong presentation. Samples, color information, manufacturer literature, warranty resources and a clear understanding of the complete material package can all make the homeowner conversation easier.
Suburban Wholesale & Supply helps contractors compare siding products, review measurements, understand accessory packages and prepare for customer presentations. Contractors can also use our Davenport showroom with their customers to compare full-scale siding, trim and coordinated exterior products.
Before your next siding appointment, stop in and make sure your sales kit has the products and information you actually want to demonstrate.
Suburban Wholesale & Supply
3602 North Harrison Street
Davenport, Iowa 52806
563-391-4000
Part of: Selling Siding & Windows
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Sample books, color decks, demo kits and cutaways are available at the counter, and most are free.
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