Lead sheets

[mebtx]

Do any of you use lead sheets? I need some sort of question form for my secretary to use as a reference when talking to possible clients. Does anyone have any ideas on how much info. each sheet should have. Name, address,phone #,type of service, spouse's name?, appointment time and date. Am I missing something?

[qualitylandscaping]

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www.nebs.com

[golftmann]

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First of all, congratulations on having a secretary. My secretary consists of an answering machine. What I would do, and what I do do (not doodoo) when I talk to prospects on the phone is this: Name, address, phone number, type of service they want. If it's only maintenance, then you can bid that w/o them being there. If they want landscaping, then she needs to set up an appointment. I always like to meet with the prospect so they can see that the owner of the company cares enough to come out and look at the project.
Good luck,
golftmann

[bobkessler]

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Be sure to track the lead. In other words find out how they heard about your service. If it's a referral from another customer that's valuable because they also probably know how much you charge them which is not usually a big problem unless you've had them for 10 years and they are underpriced compared to new customers.