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A lot of these social media leads were plucked out of the research process early because they saw a really good offer from your company on Facebook and that's why they reached out to you.
So unlike a lead that comes in from Google, who kind of already knows who you are, a social media lead needs to be sold on your business. So, what I'm going to do for you in this video is to break down the process that I've seen work really well to get raw, form filled social media leads and turn those into appointments on your calendar. That way, you can turn your social media ads into a money multiplying machine and use it as a powerful tool to scale your business.
And We're gonna start with how to schedule leads over the phone. Let's dive in. There are four main components of getting a lead scheduled over the phone. And the first is the greeting.
In that greeting, the customer needs to know that A, you're a pleasant person to talk to and B, that they're the ones who reached out to you first. The customer should feel good talking to you, so you need to be very careful with your tonality. So close your eyes and imagine I'm calling you back from a company that you just reached out to. And Yeah.
Actually actually close them.
Hey, Hey John, it's Peter getting back to you from ABC HVAC. How are you? Hey John, it's Peter getting back to you from ABC HVAC. How are you?
If you sound like you don't want to be talking to the customer, chances are they're not going to want to talk to you either. Also, notice how I didn't say it's Peter calling you from ABC HVAC. I said it's Peter getting back to you from ABC HVAC. Now that might seem unimportant, but this is where we let them know that they reached out to us first, which is absolutely crucial in an environment where everybody's being pounded by cold calls.
Now, the second part is setting the agenda. So, a lot of people hesitate when they get the prospect on the phone. And what that turns into is a little bit of stumbling and are you still interested in getting a quote type of thing. And if that's your vibe and you ask the customer if they're still interested, chances are they're gonna start firing back at you with questions.
And what that turns into is rather than getting the appointment set, you subject yourself to a mini interview by the customer who at the end of the call will probably say, let me think about it. Let me talk to my husband. Let me get back to you. So to avoid that, you start off the call by setting the agenda.
Hey, John. It's Peter getting back to you from ABC HVAC. How are you doing? Oh, I'm doing good.
Good. Yeah. I saw that you reached out to us online for an estimate on a new HVAC system. I just had a couple questions for you, and then we can go ahead and get your appointment scheduled.
Sound good? Our card. Sure. That's how you do it. So we're keeping the ball rolling.
We're keeping the conversation moving towards getting them scheduled. We're immediately letting them know politely, this is what the call is about. This is what we're gonna do. And most people will just be like, alright.
Sure. So we're immediately signaling to the customer what the call is about, which is about getting them scheduled, and then we confidently just move forward. Now the third part of scheduling appointments over the phone is the qualifying stage. You wanna find out where they're located, make sure they own the property, and then find out what's going on with their unit.
As you're asking questions about what's going on with their unit, you wanna show concern and you wanna make sure that they know you hear them. So tell me what's happening with your furnace.
Oh, that's no fun. When did that start?
And then you go on from there. When you have all the information and you know it's a qualified lead, you can move forward to part four, which is booking the appointment. Rather than leaving it open ended and just asking the customer when they're available, you you wanna give them somewhere between one to three options of times that you know your company can book. Alright. So, it looks like we could do Friday at two PM or we could do Monday at ten AM. Which one of those works better for you?
You can also save yourself a lot of potential headaches by double checking the address with the customer and confirming their email and phone number. So that's how you schedule leads over the phone. However, in some cases, we've seen that up to fifty percent of the leads that get scheduled actually get scheduled through text. So here's how you do that.
First, you wanna make it personal. So start the text off with, Hey John, this is Peter getting back to you from ABC HVAC. And similar to getting them scheduled over the phone, you want to set the agenda and give them suggestions for an appointment time. But in this case, you can kind of do both at the same time.
So So you can say, hey, saw you reached out for an estimate, so I'm just texting to get that scheduled. Here are some times that we have available. Which one of those works best for you? Now, if they don't respond initially, any subsequent text messages that you send need to be really easy to respond to.
So if you're asking, hey, are you still interested? You're causing the customer to have to think and have to, decide like, Oh, do I really want to do this right now? And then at that moment, respond to your text. So, instead, you can make it so simple for them that all they need to do is reply back with a digit.
So you could say, hey, just let me know if one, you're no longer interested, two, you're still thinking about it, or three, you'd like me to call you so we can get your appointment scheduled. You just took out the thinking work for them, and now it's way easier for them to respond to you. Now, this stuff might sound simple, but in some cases, texting is responsible for the majority of set appointments with social media leads. So that's how you turn your social media form fill leads into booked appointments and hopefully sold jobs.
Thanks for watching this video. And if you found value from it, like, comment, subscribe, and I'll see you in the next one.
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