1. Greet the Owner Professionally:
Hello, thank you for calling ACME House Company. My name is [Your Name]. How can I assist you today?
2. Gather Essential Information:
"In case we get disconnected, could I please have your name, email, and phone number?"
- Name:
- Email:
- Phone Number:
3. Property Details:
"Where is your property located?"
- Property Location:
"Is your property currently a vacation rental?"
- Current Vacation Rental Status:
4. Warm Transfer to Lisa:
Thank you for providing that information. I'm going to transfer you to Lisa, who can further assist you. Please hold for a moment.
- Warm Transfer to Lisa
5. If Lisa Does Not Answer:
Lisa is currently unavailable. I will send her an email with you on copy to ensure she gets in touch with you as soon as possible.
- Send Email with Owner CC'd in HubSpot:
HUBSPOT STEPS
Create Ticket-
Name: The ticket name needs to be the address /owner name - New Owner Inquire
Pipeline: Portfolio Development
Category: Onboarding
Priority: Medium
Ticket description: Add all info you gathered
Contact: Lisa@acmehouseco.com
Send Email:
Use snippet: new prospective owner
