Floor Action β Call Intake
Read the lines in the teal boxes to the caller.
π£οΈ "Hello, thank you for calling Floor Action! Are you calling for our free estimate, or can I help you get in touch with someone?"
What is the caller calling about?
*
Free estimate (new project)
Question about an existing job
Vendor / supplier
Something else
π£οΈ "Great β I'd be happy to get your free estimate set up. May I have your first and last name?"
Caller Info
First Name
*
Last Name
*
π£οΈ "What's the best phone number to reach you at?"
Phone Number
*
π£οΈ "And an email address, in case we need to send anything over? β it's optional."
Email (optional)
π£οΈ "Are you the homeowner there, or the property manager?"
Title
*
π£οΈ "And just so I note it correctly β how did you hear about Floor Action?"
Where did you hear about us?
Angi
Facebook
Google
Home Advisor
Instagram
Insurance
Internet Search
Referral
Trade Show
Website
π£οΈ "Would it be okay if we send you text message or email updates about your estimate?"
Caller agreed to text messages
Caller agreed to emails
π£οΈ "What's the address where the work would be done?"
Project & Address
Street Address
*
Street Address 2
City
*
Zip Code
*
π£οΈ "Tell me a little about the project β what would you like done?"
Brief Description of Service Needed
*
π£οΈ "Roughly how many square feet are we talking about? A ballpark is totally fine."
Approximate sq ft
*
π£οΈ "Perfect β I have everything I need. Someone from the Floor Action team will call you shortly to schedule your free estimate. Is there a best time of day to reach you?"
Wrap Up
Best time to call back
π£οΈ "Is there anything else you'd like me to pass along to the team?"
Notes for the team
π£οΈ "Thank you for calling Floor Action β have a great day!"
π£οΈ "No problem β let me take down your information and I'll have the right person get back to you. May I have your name?"
Take a Message
Caller Name
*
π£οΈ "What's the best phone number to reach you?"
Caller Phone
*
π£οΈ "And who or what is this regarding?"
Message
*
Save