What do you say when a new lead calls?

Here's a short script for the first call, a text for the calls you miss and a follow-up plan for every quote.

Put your own words in the brackets, and anyone who answers your phone can use it.

When you answer

Six parts, in this order.

Greet them

Thanks for calling [Company], this is [Your name]. How can I help?

Ask about the job

What's the job, and where is it?

Ask about timing

When would you like it done?

Ask how they found you

How did you hear about us?

Set the next step

I can have someone out to look at it on [day]. Does [time] work for you?

Confirm how to reach them

What's the best number and email for the details?

Text back as soon as you see it.

Text

Hi, this is [Your name] with [Company]. Sorry I missed your call. What can we help you with? I can call you back at [time].

Three short follow-ups, then you let it rest.

The next business day

Hi [Name], it's [Your name] with [Company]. Did the quote make sense? I'm happy to walk through it.

Three days later

Checking in on the quote for [job]. Any questions I can answer?

A week later

I'll hold the quote for [job] until [date]. Just reply if you'd like to move ahead.

One list, in one place, that everyone who answers the phone can see.

Who on your team answers the phone when you can't?

A map shows who does each step and where the work waits on you.

It opens in Systematics, and your first map is free with no card needed.