Step 5: SETTING The Appointment

Question 1

A - First, use a transition to begin filling out the form:

Get The Info!

Answer 1

“Great! I’ll get some quick information about your home for the appointment.”

See appointment reminder on page 43. The most important things are highlighted in green.

Question 2

B - Clipboard Info

Filling out the Appointment Reminder

Answer 2

Fill out required information and build rapport during the conversation.

Question 3

C - Check The Boxes

After the appointment reminder form is filled out, transition into the two check boxes that are required.

Answer 3

All I need now is for you to check the two boxes and sign the bottom.

Box 1. The first box states it is a free diagnosis, and Homeowners will set aside 60 to 90 minutes for the appointment….

Box 2. I just needed a checkbox to so we have permission to contact you at the phone numbers that you provided.