What's inside

Four steps, and the exact words to use

The call breaks into four steps, from the opening line to the moment you hang up. Each one sets what to ask and what to say next.

  • The opening line that tells a lead you read what they submitted, instead of a generic greeting.
  • The four questions to ask, in order, before a rep ever mentions price or drives out to a roof that was never a real fit.
  • How to offer two specific appointment times instead of asking an open question.
  • The full sample talk track, word for word, for a hail-damage call from open to booked appointment.
  • The three mistakes, including the one that leaves a blank CRM record after a good call.
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Two pages. Tape it next to whichever phone your leads call.