Phone scripts
New lead phone script
The first call sets the tone for the whole relationship. This script keeps you calm and organized so you gather what you need and leave the customer feeling well handled.
When to use it
Use it when you call a new lead for the first time.
Copy and paste
Opening: Hi, is this [Name]? Hi [Name], this is [Your Name] with [Business]. You reached out about [service], and I wanted to give you a quick call. Is now a good time? Understand the need: Great. Tell me a little about what you are looking for. When did you notice [the problem], and how soon were you hoping to get it handled? Set expectations: Here is how I usually work. [Brief explanation of your process and rough pricing or next step]. Close: The next step would be [site visit, quote, or booking]. I have [option one] or [option two] open. Which works better for you? Wrap up: Perfect, I have you down for [detail]. I will send a text to confirm. Thanks, [Name], talk soon.
Tips
- Ask if it is a good time before you launch in.
- Let them describe the problem before you talk price.
- Offer two specific times to make booking easy.
- Confirm the plan out loud, then follow up in writing.
Cadrey can send this for you, in your brand voice, at the right moment, and only after you approve it.
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