Color Consultation Notes

Turns a painter's rough notes from a color consultation into a clear written summary the customer can keep.

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Before and after

BEFORE · what the owner typed

color consult today at Maureen Mueller's, 8273 Grovefield St, Crowcrest. I'm Mason McKenzie, Honeyfield Painting, call me 234-555-0130. Living room, she picked Benjamin Moore Revere Pewter HC-172 for walls, eggshell. Said it goes with her oak floors and the gray sectional. Trim in white, she's picking between Simply White and Chantilly Lace, both Benjamin Moore, satin. I'm putting sample patches of both on the wall by the window Thursday. Kitchen, cabinets, she likes a dark green, Sherwin-Williams Rookwood Dark Green but not sure, wants to see it next to the counters. Satin finish. Hallway, same Revere Pewter as living room, flat. Ceilings all in flat white, she said yes. Powder room not decided, she's thinking a deep blue, nothing picked. No prices yet, I'll send quote after she decides.

AFTER · what the skill produced

Hi Maureen,

Thank you for having me out to 8273 Grovefield St today. Here is a summary of what we talked about so you have it all in one place.

Chosen

Living room walls: Benjamin Moore Revere Pewter HC-172, eggshell finish. You said it goes well with your oak floors and gray sectional.
Hallway walls: Benjamin Moore Revere Pewter HC-172, flat finish.
Ceilings throughout: flat white.

Still deciding

Living room trim: choosing between Benjamin Moore Simply White and Benjamin Moore Chantilly Lace, both in satin finish. I will put a sample patch of each on the wall by the window on Thursday so you can see them in your own light.
Kitchen cabinets: Sherwin-Williams Rookwood Dark Green, satin finish. You like the dark green but are not sure yet, and want to see it next to your counters before deciding.
Powder room: you are thinking about a deep blue, but no color has been picked.

Next steps

Thursday: I will put the two white trim samples on the living room wall by the window.
Once you have decided, I will send you a quote. No prices have been discussed yet.

If you have any questions in the meantime, call me anytime at 234-555-0130.

Mason McKenzie
Honeyfield Painting

Questions for the owner

What is the date of Thursday's sample visit, so we can put it in the message?
What are the color codes for Simply White, Chantilly Lace, and Rookwood Dark Green?
Which sheen should be used for the powder room, once a color is picked?
Do you want to bring a sample of the Rookwood Dark Green for the kitchen to the same Thursday visit?

What it does

Turns a painter's rough notes from a color consultation into a clear written summary the customer can keep. It records each room, the colors chosen or still under consideration, the finish, and what happens next, so nothing gets lost between the visit and the job.

Use it when: Use when a painter needs to turn rough notes from an in-home color consultation into a clean written summary for the customer, such as "write up my color consult notes," "send the customer what we picked," or "summarize the paint colors we talked about."