Lead Intake Portal

Manage leads and access team resources.

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Be Observant First: Before you knock, look at the property. Use this as a specific, relevant opener.
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Have a Clear, Quick Opener: State who you are, your company, and why you're there in 10 seconds.
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Dress Professionally (but Appropriately): A clean, branded polo shirt builds more trust than a full suit.
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Offer Value, Not a Sale: The goal is to get an appointment. Offer a free, no-obligation inspection.
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Listen More, Talk Less: After your opener, ask a question and listen. Let their answers guide the conversation.
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Handle Rejection Gracefully: Be polite! "No problem, I understand. Here's my card. Have a great day!"
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Take Detailed Notes Immediately: Use this form! As soon as you step off the porch, fill out the form.