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.
- Name
- Job type
- Address or city
- Urgency and timing
Text intake script
Keep it short. You are collecting just enough context to make the callback productive.
- Thanks. What is your name?
- What do you need help with?
- What city or address is the job at?
- 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.
Running a bigger operation?
If missed calls are one symptom of a wider response problem, with slow follow-up, weak intake, or scheduling chaos, the AI Operations Audit maps every leak at once and tells you which fix pays back first.