Appointment Setting Training
Please watch the videos and let us know if you have any questions!
CRM Overiew
Appointment Setting Script and Training
How To Book Appointments In The CRM Tool
Script
- Greet: “Hi John, it’s Peter getting back to you from ABC Painting. How are you today?”
- Set Agenda: “I’m just calling because I saw that you reached out to us for a painting quote/estimate on Facebook. I just had a few questions for you so I can go ahead and schedule that appointment.”
- Engage & Qualify: “Tell me about your project, what can we help you accomplish?”
- Reassure + Restate: “Well, we can definitely help you with ___________________”
- Gather Info: “Confirm address, phone, etc.”
- Pick a Day & Time: “Awesome, let me go check my calendar to see what we have available. Alright, looks like I could have an estimator out on Friday at 2PM. Would that work?”
- Set Expectations: “Great! David will come out to take measurements, and he’ll be able to get you a detailed estimate on the spot. He has been in the painting industry for a long time, your in great hands.”
- Conclude Call: “Thanks John! We look forward to meeting and thanks for reaching out to ABC Painting. Take care.”