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Guide

15 questions that qualify a lead.

Pick four or five for your first call. The rest can wait until you visit.

The guide

Lead qualification questions

Timing

  • When would you like this done?
  • Is anything getting worse while you wait?
  • Is there a date you need it finished by?

The job

  • Tell me what is going on, in your words.
  • Roughly how big is the job?
  • Have you had anyone look at it before?

Fit

  • What is the address or area?
  • Is this your home or a rental?
  • Who else will be part of the decision?

Budget

  • Do you have a rough budget in mind?
  • Are you comparing a few quotes?
  • Is financing useful to you?

Next step

  • Would tomorrow morning or afternoon suit you better?
  • What is the best number to text you on?
  • Anything we should know before we arrive?
Questions

Common questions

How many questions on the first call?

Four or five. Enough to qualify and book, not so many it feels like a form.

Can Sales AI ask these?

Yes. You choose the questions, and it asks them in a natural way on every lead.

Never lose a lead to a forgotten follow-up.

Feel it on your own phone in under a minute.

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