Lead Creation Checklist

• Who you are (the introduction)

• Why you are there (introduce the problem)

• What is in it for them (the solution)

• What is in it for us (the reason, great spot for a pullback)

• How does it work (the takeaway)

• Establish Urgency (Our experts will be in the neighborhood the next two days)

• Set Expectations (Why you are going to stop by.  Why you want to set an appointment)

• Be Assumptive  (Is it better to meet with you in the afternoons or evenings?)

• Set appointment within 48 hours of talking to them on the door

• Make sure you are talking to a homeowner

• Full and correct first and last name

• Address

• Phone # (cell is preferable) 

tip: text them while you have them at the door

• Working email, that they actually use

• All deals require a utility bill to close so try to get the bill or get them prepped to send you the bill.  Leads with bills are better. 

• A utility bill should include the following: 

  • Customer name that is on the bill

  • Address

  • Billing cycle dates

  • Graph showing annual usage

  • Best to have have at least 4 months of usage, you can have just one with Freedom Forever

• Decision Makers (spouse, family member)

example: And just out of respect, does anyone own the home with you? Like a spouse or a family member?

• Credit 600 or higher (we now have low fico options)

example: You don’t need an 840 credit score, but you would probably have to have decent credit, maybe a 650 or so.. would you say you have decent credit?

• Availability to actually sit through a consultation (45min-1hr+)

• Time

example: Ok, so you said you’d be home in the evening. Are you home by 5-6 or do you think 6-7 would be better?