Closeout, Reviews and Referrals
Finish jobs with the same care used to win them. Learn to conduct a clear walkthrough, assign remaining items, hand over useful care information, request voluntary honest reviews without incentives or screening, and earn referrals through reliable follow-through. Build a repeatable closeout process that helps customers use what they purchased and gives your company a dependable record of completion and outstanding commitments.

Your curriculum
Start with a practical orientation, work through four core lessons, then complete the final assessment.
- 01Start Here: Your Working PlanOrientation, working plan, application steps, and self-checks
- 02Run a Walkthrough and Close the Punch ListCore lesson
- 03Hand Over Care Information and Keep Service PromisesCore lesson
- 04Ask for Honest Reviews Without Incentives or GatingCore lesson
- 05Earn Referrals and Follow Through After CompletionCore lesson
Apply what you’ve learned across 10 questions. The passing score is 8 out of 10 (80%). Assessment access is inside the member classroom.
Completion certificates are being prepared. They do not confer a professional license or accredited qualification.