[Your Name] here with [Company Name]. Super quick—I’m reaching out about something we’re doing for homeowners in *{city}*. You weren’t expecting my call, so I’ll keep it short—fair?
💡 Training TipUse a casual tone. Smile while you talk. The “fair?” at the end disarms them and gives perceived control.
🎯 2. The Hook
We’re reviewing a few homes in your zip code that may qualify for a new energy program—one that could replace your current electric bill with something much lower.
No upfront cost, just lower monthly payments, *if* the home qualifies. And from what I can see, your address popped up as a potential match.
Mind if I ask a couple quick questions to see if it’s even worth our time?
💡 Training TipUse “may qualify” and “could replace” to spark curiosity—not commitment. You’re planting seeds of possibility.
📝 3. Qualifying Questions
- Are you the homeowner?
- You’re still at {address}, right?
- (Pull up Google Maps): I see a [roof_type] roof with decent sun—is that right?
- Most who qualify have a credit score of at least 650—do you think you're around there?
💡 Training TipThis isn’t an interrogation. Keep it friendly. Think “conversation over coffee,” not “interview at the DMV.”
đź“… 4. Appointment Set
We’ll have one of our energy consultants stop by—just a quick 15-minute review. They'll break everything down in black-and-white: Your usage, the potential savings, and whether your home qualifies.
We’ll be in your area later today or tomorrow—would [Time Option A] or [Time Option B] work better for you?
💡 Time TipOffer same or next-day appointments first. Use specific time blocks (“between 5 and 6PM”), not vague windows.
âś… 5. Info Verification
- Your full name is spelled {first_name} {last_name}, correct?
- Address: {address}, {city}, {state} {zip_code}?
- Is this number okay to text a reminder?
- Best email address?
- Have you lived in the home for more than a year?
- You’re with {utility} for power, right?
- Roof type: {roof_type}?
- Roof shading: {roof_shading}?
- Has your roof been replaced in the last 10 years?
- What was your last power bill amount? (We have on file: {bill})
- You mentioned your credit score is [above/below] 650—any idea what it was last time you checked?
💡 Training TipBe smooth and conversational here. If they’re in a hurry, verify the critical 3: name, address, phone.
📞 6. Close the Call
Perfect. You’re all set for [Appointment Time].
Just have a copy of your electric bill ready when our consultant arrives—it helps speed things up.