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Conduct an Initial Phone Qualification

1:53
11:05
15K views

At 1:53 in

Live Sales Coaching Call

What happens here

The speaker demonstrates a live phone call with a customer (Barbara) who is interested in swimming pool removal. He asks essential questions to understand the scope, such as the type of pool (concrete vs. vinyl-lined) and existing structures (like a fence). He aims to give a general price range over the phone. A key tip is to 'match tone and energy level with the customer' to build rapport and facilitate communication, especially if the customer is soft-spoken.

Goal: Initiate a phone call with a new customer to gather preliminary information about their project and provide a ballpark estimate, matching their communication style.

Tools and materials

  • Phone

What they say

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you up so here we go okay there's that better all right can you hear me Barbara I can oh perfect okay so you have a concrete swimming pool and you have a fence around it which is very typical all actually all swimming pools have fences around them yep yep so no worries there um and like I told you we specialize in removing swimming pools both concrete and Vine aligned I can get you a ballpark quote right over the phone which means that what I'll do is I'll get you the generalized pricing that we typically charge for removing a concrete swimming pool and then if that's something that you want to pursue I'll actually come out to your site I'll meet with you we'll go over the conditions which is the the only conditions that really vary on these swimming pools are the size of the swimming pool and then the accessibility the accessibility we don't actually drive trucks into the swimming pool we usually work off from the closest street so it's the routing that that uh is important especially with a concrete swimming pool because they're one of the the most fortified structures at least in the state of Minnesota it takes specialized equipment to remove them and we have big equipment that we have to get in and out back and forth time and time again so we the routing is a pretty important factor

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