Inbound Lead Call Script

You:
Thank you for calling Bethesda Systems! This is [Your Name]—how can I assist you today?

🔹 Step 1: Gather Basic Info

“Just so we can follow up properly, can I get a few quick details from you?”

• May I have your first and last name?
• What’s the best phone number to reach you at?
• And your email address, so we can keep you updated?
• Lastly, what’s the address of the residence or property this project relates to?

• Make sure to create a ticket in Zendesk

(Optional: You can also ask for project type or scope if they’re open to sharing.)

If this is a NEW customer that requires SERVICE, please follow: Exclusive Transition Care Sales Script

🔹 Step 2: Ask for Their Preferred Follow-Up Method

“Would you prefer to receive a call back from one of our team members, or would you rather continue the conversation by email?”

🔹 Step 3: Direct the Call Based on Their Response

📩 If they want to share project details now:

“Great! I’ll send you a follow-up email where you can share more about your project goals, timeline, and any details you'd like us to know. That way, our team will be well-prepared when they follow up.”

→ Send: Project Details Request email
(Subject: Tell Us More About Your Project – Bethesda Systems)

📞 If they just want a quick call back:

“No problem! I’ll send you a brief confirmation email so you know we’ve received your info. One of our sales team members will be in touch soon.”

→ Send: Lead Received confirmation email
(Subject: We’ve Received Your Request – Bethesda Systems)

🧾 Wrap-Up

“Thanks again for calling, [First Name]! Keep an eye on your email shortly, and one of our team members will be reaching out soon.”