Appointment and survey confirmation
A free survey or consultation costs you a person’s trip. Campaign forms are full of wrong sizes, wrong numbers and people who were only curious. Someone has to call every lead, often twice, before a visit is worth booking.
What the agent does
- Calls at the time the lead asked to be called.
- Confirms who it is speaking to and the slot.
- Checks the two or three facts that decide whether the visit is worth making, such as roof area or monthly bill.
- Books it, moves it, or hands it to your team with the reason.
What lands on your dashboard
Outcomes
Good for: Solar and energy surveys, home services, property viewings, test drives, consultations.
Sample turns · translated where needed