Reception Form: https://forms.gle/f89itvXzSqViT4MGA

Rough Estimate Form: https://docs.google.com/spreadsheets/d/1LMENfk5JvTMnQ5d_p1-9l5a_xsE6L_qtP0McBr3F198/edit?usp=sharing

How to go about completing this form: 

• Make sure you read items in parenthesis for instruction or side notes

• Click all the way through to the end until you see ending The Call

• Try to avoid asking a question they already answered. Not all questions need to be asked, as some may be already answered by the prospect from conversation. Just fill out the answer and move on or get clarification as needed.

• If you find any typos or error please text 707-681-5942

General Notes and Recommendations

• Briefly study this form prior to using it on a prospect 

• Use common Social sense throughout the call be aware of your tonality, sounding too scripted etc. Really Listen to the Prospect and their needs

• Take notes on a note pad as you go through the call to refer back to info quickly.

• The scripts are just frameworks to follow and and does not need to be followed word for word, incorporate your own personality and speaking style if it allows for a more natural and better flowing conversation.

Value Add Mindset:

Have empathy and think of what gives you a good experience when calling a businesses, always tell a client you would be glad to help, do, provide, whatever it is they are asking for even if it may lead into a statement of something you cant provide or need something to provide that. Example: if a potential client demands an accurate quote right now and it cannot be done say "sure thing, Id be glad to provide you an accurate quote for you. what we will need for me to do that is x."

Always think how you can serve this potential customer and provide as much value through helpful information.. Even if they are slightly rude, they may just have their guard up, helping them may reduce their defenses. Be understanding, compassionate and helpful