You run the seven-part button-up before you leave the doorstep. It exists to strengthen the appointment — you are buttoning them up, tightening everything — because this is the last time you will see the homeowner before the rep arrives, and a set that unravels loses everyone the appointment.
The short answer
How it runs
The button-up is not a second pitch. Every element either repeats a commitment already made (the time, the free estimate), arms the homeowner against doubt between now and the appointment (credentials, licensing, the website), or choreographs the next contact (the reminder to the spouse, the on-the-way call). Skip it and the appointment rests on a doorstep conversation; run it and the homeowner has been reminded, reassured, and told exactly what happens next.
Do not confuse this with the rep's button-up — the after-approval close-out the in-home rep runs at the end of a sold appointment. Same name, different documented job: this one protects a set; that one protects a sale.
Go deeper
The moves in this guide are graded in Spar's rounds — Round 1 is free, the full camp is $29/month. Spar before you knock.