Sample Outbound Scripts
We tailor scripts to your trade, service area, and offer. Here are simple examples.
HVAC (Repair/Install)
Opener
"Hi, is this {{Name}}? This is {{Agent}} with {{Client}}. You asked about AC service in {{City}}…"
Qualifying Questions
- 1What specific issue are you having with your system?
- 2How old is your current HVAC system?
- 3Can you confirm your address for the service call?
- 4What's your availability for a technician visit?
- 5What's your budget range for this repair/replacement?
Closing
"I can book a tech for {{Day/Time}}. Does that work for you?"
Notes
Always confirm system type (central air, heat pump, etc.) and ask about any warranty coverage.
Plumbing (Emergency/Non-Emergency)
Opener
"Hi {{Name}}, this is {{Agent}} from {{Client}}. I saw your request about {{problem}}…"
Qualifying Questions
- 1Where exactly is the leak/issue located?
- 2How severe would you rate the problem (1-10)?
- 3Have you been able to shut off the water?
- 4Can you send photos of the problem area?
- 5What's your address for the service call?
Closing
"I can schedule our plumber for {{Day/Time}} and we'll text you a confirmation. Sound good?"
Notes
For emergencies, prioritize same-day scheduling. Ask about water damage to assess urgency.
Roofing (Inspection/Repair)
Opener
"Hello {{Name}}, this is {{Agent}} following up on your roof inquiry…"
Qualifying Questions
- 1What type of roof do you have (shingles, tile, metal)?
- 2How old is your current roof?
- 3Are you experiencing any active leaks?
- 4Have you filed or planning to file an insurance claim?
- 5What prompted you to look into roof service?
Closing
"I can schedule a free inspection for {{Day/Time}}. Would that work for you?"
Notes
Always mention free inspection. Ask about recent storms if in storm season.
Reactivation Script (Old Quotes)
Opener
"Hi {{Name}}, this is {{Agent}} from {{Client}}. I'm circling back on your {{service}} quote from {{month}}—are you still needing help with that?"
Qualifying Questions
- 1What made you hold off on the original quote?
- 2Has your situation or timeline changed?
- 3Are you still at the same property/address?
- 4What would make this project a priority now?
Closing
"I can offer you {{incentive}} if we can get this scheduled this month. Can I book you for {{Day/Time}}?"
Notes
Offer small incentive (priority scheduling, discount) or mention seasonal promotions.
Frequently Asked Questions
Do you call from our number?
Yes, branded caller ID available with your business name and number.
Can you use our calendar?
Yes: Google, Outlook, ServiceTitan, Jobber, Housecall Pro, and more.
Do you offer bilingual support?
Yes, English and Spanish agents available.
Ready to Get Started?
These scripts can be customized for your business, service area, and specific offers.