Lighthouse Lead Entry

Opening

Thank you for choosing Lighthouse Exteriors, this is _____, how may I help you?

Are you a previous client?

How were you referred to us?

In the chance that we get disconnected, could I please have your name and phone number?

Discovery

Great. Could you tell me more about what's going on with your home?

Is this an ongoing issue or recent issue?

Has it caused any damage?

How long have you owned the home?

Homeowners

The only reason I ask is because we like to have all homeowners' input and for both parties to be present when we come out.

We go over a lot of decisions and choices, and everyone who has input needs to be there so a positive, educated decision can be made.

Scheduling

I’m now going to pull up our scheduling calendar to see how soon we can get out to you.

Can I count on you both to be there?

We will contact you the day before the appointment to confirm.

Caller

Basic lead and contact details.

Full name Phone Email Previous client? Referral source

Property

Address and homeowner context.

Street address City State ZIP

Own or rent? How long owned?

Homeowner name Homeowner phone

Problem

Capture the story in the customer’s words.

What is going on with the home?

Ongoing or recent? Has it caused damage? Completion timeline Detroit lead? Payment path

Project

Questions change based on the project type.

Project type Color or style change?

Roofing

Roof age Home, garage, or both? Anyone else looked? Clear attic access?

Repair

Leak location known? Clear underside access?

Siding

Existing siding age Current siding type Home, garage, or both? Desired siding type Anyone else looked? Replacement or repair?

Concrete

Company minimum for concrete work is $6,500.

Area to replace Concrete type Repair / leveling notes

Gutters

Replacement? Anyone else looked?

Windows

Replace existing windows? Number of windows Window age Desired window type

Household

Availability and decision-maker details.

Caller work schedule Spouse work schedule Spouse / partner name Both homeowners available?

Schedule

Leave blank to create a New Lead opportunity only.

Appointment date Appointment time

Appointments are available in preset slots. Repair appointments are Mon-Thu at 12pm or 2pm only.

Confirmation phone Appointment notes

Submit

All script details are saved to the contact note in GHL.

Call notes

CSR name

Company submit password