HUMAN SALES FOLLOW-UP

Get the next conversation on the calendar.

We follow up with homeowners who have already inquired or received an estimate. When an appointment is the right next step, we work through the booking process you approve.

Email Terry about follow-up

Opens your email app.

Start with your existing inquiries

This appointment-setting offer is for home-service companies with leads to follow up. It is not cold B2B prospecting or a list of appointments sold to several contractors.

A useful appointment begins with confirming the homeowner’s need, service area and readiness for the next conversation. Your team defines the questions and qualification rules.

Define what counts as an appointment

Agree which services, locations and appointment types your team can accept. Specify who confirms availability, any approved visit fee and what information the technician or estimator needs.

If a caller can confirm a slot, the record should reflect that confirmation. If your team must approve it, label it as a request until approval.

Leave a handoff your team can act on

Record the homeowner’s goal, questions, agreed timing and any limits discussed. Return issues outside the caller’s authority before promising a solution.

Distinguish appointments requested, appointments confirmed, visits completed and work sold. They are different outcomes.

Scope a practical pilot

Tell Terry your trade, the source of the leads, approximate weekly volume and the appointments you want more of. Explain where those inquiries currently get stuck.

We agree calling coverage, retry timing, booking rules and reporting before work starts. Your existing scheduling process can remain the place your team works.

A FEW GOOD QUESTIONS

Before we talk.

Do you generate new leads?

This service works your existing leads and inquiries. Lead generation is not included in this offer.

Must we change our booking software?

The process is scoped around how your team works. We first establish what access and handoffs are practical; no specific integration is promised here.

Can you close a sale rather than set a meeting?

Where your service and approved sales process allow it, that can be discussed. Pricing authority and commitments must be agreed first.