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First Job Inquiry and Lead Screening Workbook
For a licensed Texas Master Electrician organizing first-job inquiries at U5 step 6, this seven-page workbook provides a customer interview, five-lead comparison, scope confirmation checklist, quote assumptions and exclusions, a pause or decline checklist, and one fictional example.
US$29.00, one payment.
What you receive
One 7-page printable PDF, US Letter. Page 1 contains the cover, use notes, and contents. Print the PDF for handwritten preparation, or use the included editable XLSX companion for computer-based records and practice. Set your own review dates and revisit them as part of your planning routine.
- Customer needs interview (PDF page 2). A blank intake sheet for a phone call or site conversation: requested outcome, scope, location, payment questions, schedule, missing facts, and next action.
- Five-lead comparison (PDF page 3). Five side-by-side columns for work scope, location, payment terms, schedule, risk notes, and a screening decision.
- Work scope confirmation checklist (PDF page 4). Questions to resolve before preparing a quote, with space for evidence, open items, and a follow-up owner.
- Quote assumptions and exclusions (PDF page 5). Blank fields to separate known facts, assumptions, exclusions, and the information still needed before quoting.
- Pause or decline checklist (PDF page 6). A record of missing information, unresolved requests, and the next action before deciding whether to quote.
- One-page fictional example (PDF page 7). An explicitly fictional customer and lead, with a completed screening decision and no job prices, labor-hour figures, or profit rates.
Before you pay
Use this personal preparation workbook to organize records and questions before completing and submitting the current official forms yourself. Obtain legal, tax, insurance and employment advice from the appropriate professional. The non-refundable US$110 TDLR application fee is paid to TDLR and is not included in this workbook price. Source: TDLR Electrical Contractor page, checked 2026-10-30. https://www.tdlr.texas.gov/electricians/apply/businesses/contractor-elec.htm. Current requirements of TDLR and the responsible authority control. The labelled fictional entries demonstrate a record-keeping method for your own preparation.
Start with the free reading
Keep the instructions, worked fictional example and reusable writing pages together. Follow the prepared sequence, record your own source references and return to the same file when a question needs follow-up.
Official lookup destinations
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For the wider learning path, review current membership options and trial terms. Buying this workbook does not itself grant paid membership. Check the current plan details for included materials.
Version 2026-10-30
Use the workbook on your computer, with guided practice
The original PDF now comes with an additional editable XLSX companion at the same US$29 price.
- My record: enter your own source references, owners, status, next actions and personal review dates. Formula checks flag missing record fields and personal reviews due as of the date you choose.
- Fictional example: see records adapted from this workbook’s existing examples. Keep these practice entries separate from your own record.
- Practice: answer three topic-specific record decisions. Each A/B/C selection gives feedback, with an answer explanation for review.
Download the PDF and the separate first-job-inquiry-and-lead-screening-workbook-editable-companion.xlsx. Use a desktop spreadsheet application that supports XLSX formulas and validation lists. Save a copy before entering your own information. Choose your own review dates and check the workbook when following up; arrange any email reminders separately.
Use the formula feedback to check field presence and the personal planning dates you enter. Review flagged items against your own source evidence and the PDF’s context and official-source links. Confirm eligibility, compliance, insurance choices and work authorization through the responsible professional or authority; complete official forms separately.
