Step 1: Lead Comes In — Immediate Action Plan
Once a lead enters your system (through a marketing agency, ad campaign, or other lead flow), your clock starts ticking.
Golden Rule:📞 Call the lead within the first 5 minutes.
Step 2: Setting the Appointment — How to Properly Book the Meeting
When you get the customer on the phone:
- Confirm their inquiry
- Offer a time
- Give specific options
Get the appointment officially scheduled in your calendar.
Step 3: This is Where Most People Mess Up
Normally, salespeople would end the call right after booking:
“Sounds good! See you then — let us know if you have any questions. Bye.”
But you are going to do it differently.
✅ Stay on the phone another 10–15 minutes after booking the appointment to:
- Build a real relationship.
- Get the customer to like you (checking off the first principle before you even arrive).
- Talk about them — their background, family, hobbies, anything personal.
People’s favorite topic is themselves. Spend time talking about them, finding common ground, and building a bond before you show up at their house.
Why This Matters:
- When you show up for the appointment, it won’t feel like you’re strangers.
- They’ll already trust you more because of the relationship you built on the first call.
- This makes the entire sales process much easier — smoother conversations, less tension, more closes.