Your Information
First Name
Last Name
Email
Phone
Business Name
Website
How did you learn about Dedicated Office?
Where are you currently marketing?
Facebook
Instagram
YouTube
Google
SEO
Other
Please tell us about your business, what services or products do you offer?
What CRM do you use?
What calendar do you use?
What greeting would you like our agents to use when answering inbound calls?
Please list additional email addresses that you would like messages to go to:
Please include the cell phone numbers that you would like messages texted to:
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
What issue are you having?
How old is your unit?
What year was your home built?
How many stories is your home?
Would you be interested in financing?
What is your credit score?
Address?
Are you a home owner?
What is the square footage of your home?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Roofing
What is your home address?
How many stories is your home?
What type of roof do you have?
How old is your current roof?
Are there any leaks or damage?
How long have you owned your home?
Do you have insurance?
What company is your insurance with?
What is your credit score?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Solar
What is your home address?
Do you own your home?
Who is your electric provider?
What is your average monthly electric bill?
Do you have taxable income, and pay federal income taxes?
Do you plan to move in the next 3-5 years?
Have you filed for bankruptcy in the last 5 years?
Have you been through a Short Sale or Foreclosure in the last 5 years?
What is your credit score?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions General Contracting
What type of project are you interested in?
What is the property address?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Flooring
What type of work are you in interested in?
What area of your home are you interested in getting work for?
What is your address?
What is the square footage of the room(s) you're interested in?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Residential Cleaning
What is your address?
Is your home a house or apartment?
What is the square footage of your home?
How often would you like your home cleaned?
How many bedrooms do you have?
How many bathrooms do you have?
Would you like to upgrade to a Deep Clean?
Is this a Move In / Move Out cleaning?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Insurance
Do you have a life insurance plan in place?
Is your life insurance policy through your job?
What is the coverage amount?
How much are you paying monthly (premium)?
What is your date of birth?
What is your age?
Have you smoked tobacco in the last year?
What is your mailing address?
Do you have a Retirement Income Plan?
Do you have a Medicare Plan?
Are you on Medicare Part A&B?
If not on Medicare Part A&B, when do you expect to be on it?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Mortgage
What type of loan are you interested in?
What is the loan amount?
What is the property address?
What interest rate are you paying on your loan?
Is there another borrower on the loan?
What is the co-borrower's name?
What is your credit score?
What is the co-borrower's credit score?
What is your current mortgage balance?
What is your monthly payment amount?
Have you made your last 6 mortgage payments on time?
Have you made this month's mortgage payment?
Do you receive any VA Disability Benefits?
Are you looking to purchase a primary residence or rental property?
Have you found a home you love, or are you still looking?
What is the price range you are looking in?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Painting
What would you like painted?
Are you interested in painting the interior or exterior of your home?
Are you interested in work done at your home or business?
How many rooms would you like painted?
What is your property address?
When would you like this project done?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Chiropractic
What prompted you to respond to our ad?
What prompted you to reach out?
What issues are you having?
How long have you been experiencing pain or discomfort?
Do you have insurance?
What company do you have insurance with?
We require a credit card to hold your spot, what card would you like to use?
Please allow 24 hours if you need to change or cancel your appointment. Appointments not canceled within 24 hours will be charge a ($) fee.
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Orthodontics
What treatment are you interested in (Braces, Invisalign, Implant, Other)?
Is this for yourself or your child?
How long has this been something that you have wanted to do?
Do you have insurance?
Who is your insurance carrier?
We do require a credit card to hold your appointment, and you can pay for your consult when you're in the office. What card would you like to use?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Med Spa
What services are you interested in?
What part of your body are you interested in treating?
Here are our specials (we can list your promotions)
Here are some bonus offers (we can offer upsells)
We do require a credit card to hold your appointment, what card would you like to use?
Please contact us at least 24 hours before your appointment to reschedule or cancel.
Please contact us at least 48 hours before your appointment to reschedule or cancel.
We charge a (enter $ here) fee for appointments that are canceled without 24 hours notice.
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Physical Therapy
What prompted you to respond to our ad?
What type of pain are you experiencing?
Can you tell me a little more about your pain?
If our doctors could eliminate your pain, how would that change your life?
Do you have insurance?
What company is your insurance with?
What is your member ID?
What is your group ID?
What is your date of birth?
What is your address?
We do require a credit card on file to hold your spot, what card would you like to use?
Please give us 24 hours notice to change or cancel your appointment.
Cancellations without 24 hours notice will be charged a ($) fee.
What is the best email to send a confirmation email to?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Marketing Agency
What type of customers do you serve?
Do you have a website?
Are you using any automation software in your client/customer/patient acquisition?
Have you tried marketing in the past?
What worked? What didn't work?
How are you currently getting new customers/client/patients?
On average, how many new clients/customers/patients are you getting per month?
How many would you like to be getting per month? What is your goal?
Are you in a position to grow your business?
What time zone are you in?
Do you have a business partner who is involved in decisions for the business?
Please choose the questions that you would like included in your scripting. We can always add or change these later, and we will review them all during on-boarding
Script Questions Other
What services are you interested in?
What issues are you having?
How did you learn about us?
Please list any questions that you would like included in our scripting.
Campaign Details
Please answer the following questions about how you would like appointments booked
What days & times may we book appointments?
Please list the zip codes / cities that you service, and how many miles you are willing to travel (if applicable)
Please share access information for your CRM, Calendar, Etc. Please Include web addresses, usernames and passwords.