Smart Lead Filter

TRUEBUILD

Intake Decision Engine

Module 2: capture the customer, project, property situation, buying position, priority, decision gap and call learning.

1Customer

2Problem

3Property

4Position

5Priority

6Need

7Learning

8Review

Step 1

Who are you speaking with?

Customer name *

Phone number

City or area

Step 2

Ask the homeowner “Can you tell me a little about what’s going on?”

What kind of project is it?

Quick description *

Step 3

Ask when it is not already clear “Can you tell me a little about the property?”

What is the property situation?

Why does the property situation matter?

Step 4

Ask the homeowner “Have you spoken with anyone else about the project yet?”

Where are they in the process?

Buying-position notes

Step 5

Ask when it is not already clear “What is most important to you when getting this project taken care of?”

What is their main priority?

Why is this their priority?

Step 6

Ask when it is not already clear “What do you need to know before you can move forward?”

What do they need next?

What is still missing or uncertain?

Step 7

What did this conversation reveal?

What did the customer actually say?

What question unlocked the conversation?

What changed your recommendation?

Other call notes

Module 2 Complete