Greeting :
Hi (First Name) ? This is ([Link] Name) from USA Roofing. How’s it
going?
Reason of the call :
I’m calling you on a recorded line regarding your property at (Address)(City).
We're a local contractor based right here in Los Angeles, CA / Salt Lake, UT .
After the storm we experienced last year, we’re passing by homeowners to
give out FREE, no-obligation exterior roof inspections to give homeowners
a chance to check their roof’s condition and see if any repairs might be
covered by insurance. Since we’re covering your area this week, I wanted to
ask—when are you more available? Would mornings, afternoons, or
evenings work better for you?
[Book Date and Time]
Okay, I’ll go ahead and schedule that.
Now, before ending the call, I want to verify the information I have to make sure
we’re on the same page. So, I have your first name as (First Name) and your last
name as (Last Name), correct?
I have you listed as the homeowner of the property located at (Address) (City) . Is
that right?
By the way, is there anyone else who needs to be involved in the decision-making
process, like a spouse or partner? If so, please provide their name and ensure they
will be present.
Could you tell me the type of your roof and how old is it?
Would you rate the condition of your roof as poor, average, or excellent?
Can you share the main reason for this inspection? Is it due to leaks, an older roof, or
are you being proactive because you think it might need replacing?
Just wanted to confirm that (Phone Number) is the best number to reach you and
that you receive text messages at this number, right?
What is the best email address for reminders and notifications? (Verify it using the
NATO alphabet.)
Perfect! I've got the appointment confirmed for (First Name) (Last Name). This is an
in-person appointment set to take place at (Address) (City) (State) (Zip) on
[Appointment Date and Time].
Now, before I let you go, is there any reason that might prevent you from making
this appointment?
Great! I’ll go ahead and finalize this. You’ll receive a confirmation email and a text
message shortly with the details of your appointment. You will also receive a
reminder on the day of the appointment. If anything changes between now and
then, you can simply reply to those messages to reschedule if needed.
Otherwise, it’s been a pleasure speaking with you. We look forward to meeting you
on [Date] at [Time]. Have a great day!