Phone Script:

“Hi, this is [Your Name] from [Your Business Name]. How can I help?”
(Listen, let them talk.)

“Just so I can help you best, would it be ok if I ask you a couple of questions?”

Examples of Questions: (These need to be quick and easy for someone to answer and also help you identify if you can help this person and if they are a good fit)

• Where’s the work being done?
• Are you the property owner?
• When would you like this wrapped up by?
• Are you still exploring options, or got something specific in mind?

“Based on what you’ve shared, would it help if I sent you a short checklist or guide with a few handy ideas?”

 Email Template:

Thanks for your enquiry



Hi [Name],

Thanks for reaching out about [job/project]. Just confirming the key bits of information:

• Location: [if known]
• Work Type: [e.g. fit-out, plumbing, tech setup]
• Timing: [if known]

Attached you will find a short guide with a couple of ideas to kick things off?
 


Let me know,happy to help.

Cheers,

[Your Name]
[Your Business Name]

Phone Script:
“Hi [Name], just checking if the proposal came through alright?”

If No: Ah okay, what’s the best email to resend it to?
If Yes: Awesome—so what did you think? (Keep quite and let them answer)

If they haven’t looked at it yet: No worries, I understand that you are busy. I’ll give you a call later this week once you’ve had a chance to have a look? (Exit the call, you want to stay in control, rather than waiting for them to come back to you)

SMS Template:
Hi [Name], just checking, did the quote come through alright? Cheers, [Your Name]

Phone Script:
Absolutely, take your time, it’s a big/important  decision and you want to get it right.

• Do you mind if I ask is there something specific you’re still weighing up?
• Would it help to revisit what you’re hoping to achieve or what you’re still unsure about?
• Happy to send a short summary or answer any lingering questions.

Email Template

Subject: Just checking in. Happy to help.


Hi [Name],

Thanks again for the chat. Totally get needing to think things through.

If there’s anything you’re unsure about (timing, scope, whatever) I’m happy to send a quick summary or chat again.

Sometimes it helps to revisit the big picture. If you’d like to do that, I’m here.


Cheers,

[Your Name]

Phone Script:
Okay, and how much more did we come in at?

Just curious, are you 100% sure the other quote includes everything we discussed?

I’m curious if the prices were the same, who would you feel more confident with?

Why’s that? (Keep quiet, you will be surprised if you have done your job well they well sell themselves on why they should go with you)

 Email Response

Subject: Happy to help you weigh up the options

Hi [Name],


Thanks for the feedback. Would you be open to sharing what was included in the other quote?


Sometimes the differences can be subtle, but they matter.


Happy to help you compare to make sure you are comparing apples with apples.


Cheers,
[Your Name]

Text: (Very direct and effective)
Hi [Name], just checking, have you given up on the [project/service] for now?

Text: (More subtle)
Hi [Name], are you still interested in [project/service]?

Subject: Quick favour, could you help us out?

Hi [Name],

Thanks again for trusting us with your [job/project]. It was a pleasure working with you.

If you were happy with the outcome, would you mind leaving us a quick Google review? It makes a big difference in helping other people choose us with confidence.

It only takes a minute and you can leave it here:
[Insert Google Review Link]

Thanks again. We really appreciate it.

[Your Name]

Subject: Thanks again… one quick thing


Hi [Name],

Thanks again for taking the time to leave a review. We really appreciate it.

One quick question. Do you know anyone else who might need help with [type of work]?

Most of our best clients come through word of mouth, so if someone comes to mind, an introduction would mean a lot. No pressure at all.

Thanks again for your support.

Thanks again,

[Your Name]