CALL STAGE | WHAT TO SAY | NOTES/TIPS |
Greeting/Intro | “Hi, this <Agent Name> calling from Cinch Home Services on a recorded line. How are you doing today?” PAUSE AND ENGAGE BRIEFLY “May I ask who I’m speaking with?” | Use a friendly, professional tone. Personalize if possible (mention past partnership or their business name). |
Internal Reminder | Get AM approval for rate/zip/threshold changes before confirming anything on the call. | AM approval is required for any changes outside of standard terms (ex: rate increase or expanded areas) |
Reconnect/ Reason For Call | “Nice to meet you. You may have known us previously as Cross Country Home Services. I noticed you had previously worked with us. Good news, we have new management and have improved digital self-serve options which reduce the need to call as well as an easier way to communicate with us. We’re getting busy in your area and I wanted to find out if you are interested in re-joining our network?” | Reinforce that this is a warm call and their past work was appreciated. Position this an opportunity, not a sales pitch. |
Talking Points/ Benefits | “We can route more jobs your way” “We can look into adding additional zip to your territory.” “I can ask the AM about adjusting your rates if needed.” “There is a chance to raise your threshold (with AM approval).” | Focus on 2-3 key benefits depending on the providers previous setup and likely motivation. |
Engagement Question | “Does that sound like something you’d be interested in exploring again?” | Gauge their interest before jumping into logistics. Keep in open ended. |
Objection Handling | “Totally understand, even if now’s not the right time I’d love to send you an intro email with a quick overview of what’s changed and what we can offer if you rejoin.” USE REBUTTAL SCENARIO SHEETS FOR SPECIFIC OBJECTIONS. | Stay low-pressure. Keep the relationship positive and leave the door open for future follow up. |
Requirements | Read requirement scripting below. | Always confirm or update the contact info. |
Confirm Next Steps | “If you’re interested I’ll connect you with the AM today to get rate or territory approvals started. Can I verify the best email or phone number to follow up?” | Nail down key details and confirm how you’ll follow up. Update contact information as needed. |
Warm Closing | “Thanks again for your time <SP Name>. We really appreciated working with you before and we’d love to have you back. There’s great opportunity in your area right now.” | Keep the tone professional and appreciative, no matter their decision. |
