Inbound Call Script Structure:
1. Greeting
- General Greeting: "Our Place Air & Home Repair, this is [Agent Name], I CAN HELP!"
2. Client Identification
- Determine request clearly.
- Check if client is a new or existing customer:
- "Are you one of our valued club members or customers?"
If New Customer:
- Source Check:
- "Great! How did you hear about us?" (Enter source in customer profile)
- Identify Client:
- "Who do I have the pleasure of speaking with?"
- "Thank you [Client’s Name]."
- Home Ownership Verification:
- "Do you own and occupy this home?" (Handle renter scenario if applicable.)
- Address & Contact Info:
- "What is the property address?" (Check gate codes/unit numbers)
- "In the unlikely event we get disconnected, what's the best contact number and email?"
If Existing Customer or Club Member:
- Verify property address and customer details.
- Proceed to the appropriate service script.
Appointment Scheduling & Diagnostics:
System Diagnostic Script:
- "We’ll send one of our highly skilled and background-screened technicians for a full system diagnosis."
- "All technicians have fully stocked trucks; most repairs can be done immediately."
Pricing:
- New Customer:
- "$99 service call or free with purchase of maintenance plan starting at $9.95/month. Interested?"
- Club Member:
- "Free under your membership!"
- Existing Customer (Non-Member):
- "$99 trip & inspection fee."
Appointment Booking:
- Confirm date/time, units, system age.
- Dispatchers will call/text prior to arrival.
WOW Tune & Clean Script:
- "We'd be happy to provide our WOW Tune & Clean service, including inspection, cleaning, disinfecting."
- Introductory rate: "$99 one-time or waived with maintenance plan ($9.95/month)."
- Honor active marketing promotions.
- Confirm if system is functioning correctly.
- Explain maintenance (32-point inspection, cleaning, drain line clearing, coil cleaning; 1-2 hrs per unit).
Comfort Club Maintenance Plan:
- Plan as low as $10/month.
- Technicians provide detailed information on-site.
Estimates & Quotes:
- $99 service fee for our tech to visit your home and provide a diagnostic.
- No-obligation estimates.
- Ensure decision-makers are present.
- "We guarantee to beat any apples-to-apples quote."
Objection Handling:
- Price Requests:
- "We wouldn't risk misquoting repairs without diagnosis."
- Decision-makers Presence:
- "Address everyone’s questions at once."
Closing & Confirmations:
- Schedule confirmed, dispatch call/text notification provided.
Quality Assurance (Follow-Up Calls):
- Brief call after service with 5 questions:
- Technician wore shoe covers?
- Unit functioning post-repair/service?
- Comfort Club details provided?
- Questions or concerns addressed?
- Likelihood to refer us (1-10)?
- Positive feedback: Request public review.
- Negative feedback: Management follow-up.
Collections & Club Cancellation:
- Address declined payments immediately.
- Explain cancellation impacts (billing, warranty).
- Management follow-up for cancellations.
Lead Service (Outbound Calls & Messages):
- Confirm interest from HomeAdvisor/Angie’s List leads.
- Provide immediate scheduling or free second opinion.
- Voicemail includes contact details, emphasizes no additional charges after-hours/weekends.
WOW Outbound (Scheduled Maintenance Reminder):
- Contact Club Members for free scheduled maintenance.
- No charge under membership; flexible scheduling.
Administrative Notes:
- Handle cancellations, threats of legal actions or complaints promptly.
- Escalate financial, billing, or discount concerns via internal chat to Marlene Morales & Samantha B.
This structured summary provides a clear guide for agents handling inbound/outbound customer service for "Our Place Air & Home Repair."