What's inside
Five areas to cover before the appointment
Inbound calls, web leads and pre-appointment calls all run through the same five sections. Your rep uses the ones that fit the conversation, so the call never sounds like a form being read out loud.
- Project scope: windows, doors or both, how many, and what kind of property.
- Timeline: when they want to start, what is driving the date, and whether they are getting other quotes right now.
- Priorities and budget: what matters most to them, whether they have a budget range, and whether impact resistance or energy efficiency is on the list.
- Decision-making: whether every decision-maker will be at the appointment, and what could delay a yes.
- Next steps: how and when they want to hear back, with space for your rep's notes.
Two pages. Keep it next to the phone your team quotes from.