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Qualifying Leads | Sample Call Script

The goals of a qualifying phone call need to be clear and concise. Understand the project–is it a fit for you? Communicate any next steps and timing. Lastly, help the potential client understand services you provide.

Houzz Pro

OCTOBER 1, 2020
talking on phone

BEST PRACTICES

Introduce Yourself and Identify Source:

Determining how a prospective client found your business will help you understand where to focus your marketing efforts.

01

Always answer calls professionally: Hello, this is [Your Name] from [Your Company’s Name]. How can I help you?

02

Thanks for calling. I’d like to ask you some questions about your project? Do you have a few minutes?

03

Did you find us on Houzz, our website or through a friend?

04

How familiar are you with our work? Have you seen any photos of our projects?

Introduce Yourself and Identify Source:

Gather the essential contact information from your prospective client to ensure you can communicate with them directly.

01

Ok, great. And let me just gather your contact information so I know how to reach you.

02

Can I have your full name?

03

Do you have a phone number I can reach you at?

04

And a good email for you?

05

Do you have a Houzz profile?

06

What are the best ways to reach you and what time of day do you prefer to be contacted?

texting

Confirm Project Needs:

Understanding what type of project your client is working on and at what stage they are at will help you determine if it is the right fit for both parties.

01

Thanks for reaching out to us and for taking the time to answer our questions.

02

I’ll be [contact method] you within the next [time frame] with [content/action step].

03

(If applicable) Can you please [client action item needed, e.g. send me the plans] by [timeframe]?

04

Thank you for your call. I look forward to connecting with you again soon and hope to work together on your [project]!

05

Where is the project located?

06

What is your budget for the project?

07

(If applicable) What is the budget for my services?

08

Is there anyone else involved in the project that would be part of making any decisions?

Identify Next Steps/Set Expectations:

Setting clear expectations of how you will follow up with your client and when they should expect to hear from you will build credibility and start the process of collaboration on the right foot!

01

Thanks for reaching out to us and for taking the time to answer our questions.

02

I’ll be [contact method] you within the next [time frame] with [content/action step].

03

(If applicable) Can you please [client action item needed, e.g. send me the plans] by [timeframe]?

04

Thank you for your call. I look forward to connecting with you again soon and hope to work together on your [project]!

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