NEW APPT. UPLOAD

TAKE A PICTURE OF SIGNED APPT. SLIP BEFORE GIVING IT TO HOMEOWNER.

DON'T FORGET TO CLEARLY VERIFY HOME OWNERSHIP NOT RENTERS.

NEITHER IS A FULL TIME STUDENT, RIGHT?

NO EXISTING WHOLE HOUSE FILTERS.

DID THEY CONFIRM THAT BOTH WOULD BE THERE AND PARTICIPATE THE WHOLE TIME WINDOW, NO DISTRACTIONS OR WORK STUFF, & GIVE THEIR HONEST OPINIONS & FEEDBACK?

DID YOU VERIFY THEIR PHONE NUMBER IS REAL AND CONFIRM ADDRESS, ETC. BEFORE SUBMITTING?

DOESN'T MATTER IF VISA OR BIZGIFT OR SPECIFIC RETAILER
WHO DID YOU COORDINATE WITH TO SCHEDULE THIS?
IF WTS CALL CENTER, PLEASE PUT NAME OF AGENT
BOTH FIRST THEN LAST OF PRIMARY CONTACT (JOHN SMITH)
DON'T FORGET AREA CODE.  XXX-XXX-XXXX
IF KNOWN, OTHERWISE LEAVE BLANK
LEAVE BLANK IF SINGLE HOMEOWNER
LEAVE BLANK IF SINGLE HOMEOWNER
ONLY LEAVE BLANK IF SINGLE
FLYER ON DOOR, MAILER, SPOKE TO A GUY AT DOOR, ETC.
OR A PIC OF THE TYPE OF MKTG PIECE THEY CALLED YOU OFF OF.
YOUR NAME OR THE ENTITY WHO GENERATED THE OPPORTUNITY
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Nice job on creating an opportunity for yourself and the company!

Please send a quick TEXT to your supervisor, like:

NEW LEAD UPLOADED = JOHN SMITH

Of course, make sure to put the new leads name instead of John Smith.

Thanks!!