Guide

Contractor lead intake questions

Most callbacks fail because you call back blind. You do not know the address, the job type, or whether it is urgent. A short intake fixes that.

Want the plug-and-play version?

The Contractor Process Redesign Kit includes the scripts, intake prompts, follow-up templates, and setup steps.

The 4 basics

The goal is not to interrogate the lead. The goal is to know enough to call back ready instead of calling blind.

  1. Name
  2. Job type
  3. Address or city
  4. Urgency and timing

Text intake script

Keep it short. You are collecting just enough context to make the callback productive.

  1. Thanks. What is your name?
  2. What do you need help with?
  3. What city or address is the job at?
  4. Is this urgent today, or can it be scheduled?

Add-ons that increase close rate

Only ask these once the core intake is complete. Use them to reduce bad dispatches and wasted callbacks.

  • Photos
  • Gate codes
  • Pets
  • Parking notes

Related guides

FAQ

What information should I collect before I call back?

Name, job type, address, urgency. That is enough to quote a range or book a slot.

Should I ask for photos by text?

Yes, but only after the basics. Photos help with triage and reduce bad dispatches.

How fast should I respond to missed calls?

Under one minute is ideal. Under five minutes still wins a lot of jobs.

Do I need a new CRM to do this?

No. If calls can forward and you can send texts, you can run the system.