ROLEPLAY COPY. The schedule is made up and nothing here reaches Workiz. Booking returns a fake job number. No truck is dispatched.

๐Ÿ›ก๏ธ Inbound Protection Plan

Customer called about the plan โ€” educate, build excitement, close on the phone

Unknown Customer

Happy Pipes

Opening โ€” start here

Homeowner

Hi, I saw your ad about a home protection plan and wanted to get some more information.

CSR โ€” say:

You've called the right place, and I'm so glad you did! It's great to meet you, [customer] โ€” I'm going to walk you through everything about the Happy Home Protection Plan today, and I think you're going to love what you hear.

1 ยท Which plan are they calling about?

CSR โ€” say:

Before I jump in, can I ask โ€” are you calling about our HVAC and plumbing plan, our septic plan, or are you not sure yet?

๐Ÿ‘† Pick which plan they're calling about to load the discovery question and presentation script.

๐Ÿ“ Notes