New Client Script

Step #1: DO NOT lose them! To qualify the prospect, ask the following questions:

“So I can better service you, please tell me:”

Incoming Lead Qualifying Form

1. Is this an emergency, is your system down? Do you need someone right away? Continue on…
2. Just in case we get disconnected, can you please tell me your email address and phone number?

3. Your name and company name?

4. What is your company address? (make sure its in the Raleigh-Durham Area within 35 mile radius of the office or NYC (Queens, Brooklyn or Manhattan only)

5. Are you the business owner? If not, what is your position at your company?

6. Can you tell me how many computers you have? (If they have less than 5 bring up on ongoing pricing!)

7. Do you have a server?

8. Do you run Microsoft Office 365 or Google Suite?

9. Do you currently have an IT provider?

10. And finally, how did you hear about us?” (This is crucial marketing data!)

11. After select time frame, send all information gathered to (name) or (name) to set up the account in Connectwise. Please CC Adam and Anju(Sales) too.
If Adam is unavailable, schedule a time for him to call back or use his calendar to schedule the consult

Discovery Call Booking Link

https://go.appointmentcore.com/guest/book/Yuj33ZK

Or manually book below (DO NOT DO BOTH)

Manually Schedule Discovery Call

If Emergency Service is needed, schedule right away: We will service Commercial prospects. Residential Prospects, see referral partners below.
If they ask for a price:
Hourly service is $175 per hour with a 1-hour minimum. Not a client
Additional ongoing pricing is : Our contracts start at $1,000 a month, are you willing to make that investment in your technology?

Step #2: If the prospect is qualified and is looking for emergency support, please say:

“I am happy to help you. I am going to put you in between (give a wide-range—example, Between 1 and 5 p.m. “I am going to create the ticket right now and I will call you when our Engineer is on their way.” When you complete the call, alert (Mark or Eugene), (Service Manager/Dispatcher) immediately. Also Alert Adam and Anju in Sales Department.

Step #3: For Non-Emergency Prospect: Say:

“Let me transfer you to Anju(1st), Adam (2nd) in our Sales Department and he/she will be able help you further.” If employee is available transfer and say “Caller Name, I have ____(employee) on the line Thank you and have a great day!” If Anju or Adam are not available, and Joe is in the office, please transfer the call to him right away to further explore the opportunity. Call Anju first and Adam second (Joe 3rd).
For Sales Dept: Do not let the prospect hang up without setting a meeting or phone call first!!!
IF Adam, Anju or (Joe) are NOT in the office, please call Adam’s cell phone 1st, Anju’s Cell 2nd, (name) 3rd Follow up with a text and an email with the Subject header: “Hot Lead—Please Call” Adam’s Cell: (919) 271-5590 Anju’s Cell: (919) 971-4247
If a Residential Prospect, please say: “Thank you so much for calling. We work with commercial clients only. I am happy to refer you to our partner Triangle PC Geek 1st / ________- 2nd). I will send them your contact information and details about your call and he typically calls back within 1-2 hours. Next Step: Then email either person with the details with the Subject Header: “Hot Lead– Please Call.”