HVAC: book on the first call
Book the in-home estimate during the first conversation, not 'we'll call you back.'
Why it works
Every callback is a chance to lose them. Two-choice booking on the first call closes the loop.
Steps
- 1
Offer exactly two windows.
- 2
If neither works, ask what day does.
- 3
Confirm by text while still on the phone.
- 4
Log the source.
Prompt / script
Script: "I can get someone out [DAY] in the morning or [DAY] afternoon. Which is better?" If neither: "What day works best for you this week?" Then: "Perfect. I just texted you the confirmation. Did it come through?"
Cindy
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