Lead handling

The appointment setting playbook: from raw lead to a homeowner in the doorway

A lead is not an appointment and an appointment is not a homeowner standing in the doorway. This is the whole run: how fast to call, what to say, when to text, how to keep a booked estimate from evaporating, and what the numbers look like when the desk is being run properly.

Soroush Farokhi, ProfitPlus Media11 min read

Most marketing stops at the lead. The lead lands in an inbox, and everything that has to happen between that and a homeowner opening a front door is left to whoever is free.

That gap is where the money goes. Here is the whole run, in order, with the actual sentences.

1. Speed, and why it is not a preference

A homeowner who fills in a form has usually filled in three or four of them in the same sitting. They are on their phone, the tabs are open, and the job is on their mind right now in a way it will not be in two hours.

Call while that is true and you are not competing. You are the conversation. Call two hours later and you are the fourth company ringing, following somebody who already asked the good questions and already put a date on the calendar.

Under five minutes is the target. Under fifteen is the outside limit. If you cannot do that between 8am and 8pm, six days a week, then the honest fix is not a faster ad. It is somebody whose whole job is the phone.

2. The attempt cadence

Most companies call twice and stop, which is roughly the point where people start answering. Here is a cadence that works without turning into harassment. Every attempt has a reason.

WhenWhatWhy
Minute 1Call. Text within a minute if no answerThe tab is still open
Minute 30CallThey were driving, or in a meeting
Same day, early eveningCall, then a textDifferent part of the day, different person answers
Day 2, morning and late afternoonTwo callsCovers both halves of a working day
Days 3 to 8One call a day, rotating the hourSomebody who never answers at 10 answers at 6
Weeks 2 to 6One touch a weekTimelines move. Theirs will
Day 90 and day 180One text. The long tail, past the standard ninety day windowThe job they said was next year is now this month

3. The call that books without selling

You are not selling floors on this call. You are booking a measure. That is a much easier thing to say yes to, and confusing the two is why most calls die.

The first fifteen seconds.

Hi, is this Dave? This is Sam from Riverside Flooring. You just asked about new floors for your kitchen. Is now an okay time for two quick questions?

Three jobs done in one breath. It names where the inquiry came from, so this is not a cold call. It asks permission, so the first thing they say is yes. And it puts a small frame on it, two questions, so nobody is bracing for a pitch.

The four questions, in this order.

  1. Which rooms are we talking about, and roughly how big? Scope first, because it is the easiest thing for them to answer.
  2. What are you thinking of putting in? Vinyl plank, hardwood, tile, or still deciding? Tells you how far along they are.
  3. When would you want this finished by? Open question. Never "are you ready to buy", which invites a no.
  4. And you own the place? Asked last, casually, because it is the one that sounds like a test.

The book. Assume it, and offer two times.

That is exactly what we do. Next step is one of our guys comes out, measures properly and leaves you an exact written price. Takes about 45 minutes. I have Thursday at 10 or Friday at 2. Which is easier?

Never ask "would you like to book an appointment". That is a yes or no question and half the time the answer is no. Two times is a choice between two yeses.

Then set the frame, before you hang up.

He will be with you between 10 and 10:15. He will measure, check the subfloor, bring samples, and you will have a written price before he leaves. Nothing gets signed on the day.

Is anyone else part of the decision? Can they be there too? Saves you doing this twice.

Let me read the address back to you. And is this the best number? I will text you now so you have mine.

That last block is doing more for your show rate than anything else on this page. A homeowner who knows the arrival window, the name of the person coming, how long it takes and that nothing gets signed has almost no reason to hide from it.

4. The three objections you will hear every day

  • "Can you just give me a price over the phone?" Give a range, not a number, then explain why. "I can tell you the rough band so you know we are in the right ballpark. I will not guess the exact number, because guessing high loses your business and guessing low means we come back and change it on you. The measure is free and it is 45 minutes."
  • "I am just getting ideas." "Most people are at that stage, that is fine. The measure gives you a real number to plan around and there is nothing to sign. Roughly when would you want it done?"
  • "I need to talk to my wife." Do not push. Book them both. "Makes sense. What evening are you both home? I will put it in then so you only do this once."

5. The texting cadence

Text only people who gave you permission to, put your business name in the first message, and honor a stop request immediately and permanently. That is not legal advice, it is the floor. Keep the record of consent.

Within a minute of a missed first call:

Hi Dave, Sam here from Riverside Flooring. Just tried you about the kitchen floors. What time suits for a quick call? Reply STOP to opt out.

Thirty minutes later:

Still happy to get that measure booked in for you. Are mornings or afternoons better?

Early evening, same day, and this is the one that works:

Last one from me today. Want me to just put you in for Thursday morning? Easy to move it if that does not suit.

Short. Lower case. One question. A text that looks like a newsletter gets treated like one.

6. Show rate mechanics

A booked estimate is not revenue. An attended estimate is the first thing on this page that can turn into a job. Everything below exists to protect the gap between the two.

  1. Book inside 72 hours where the calendar allows. This is the biggest single lever on show rate. Interest cools and other companies keep calling.
  2. Confirm the moment it is booked. A text with the date, the window, the name of who is coming, and a calendar invite. Ask for a reply, not a read.
  3. Reminder at 24 hours. "Confirming Sam for tomorrow between 10 and 10:15. Reply Y to confirm or R if you need to move it."
  4. Reminder at 2 hours. "Sam is on his way, should be with you around 10."
  5. Put the reschedule offer in every reminder. A reschedule is a save. A no show is a loss. Most companies make it easier to vanish than to move a time.
  6. Call the first appointment of the day that morning. The 8am slot and the 5pm slot behave completely differently, and the early one is the one that gets forgotten.

7. No show recovery

A no show is not a rejection. It is usually a person at the store who forgot. Treat it as an admin problem and you get a good share of them back.

  • Minute 10 of the window. Call. Not text. This is the one that saves the appointment on the day.
  • Minute 20. "Sam is at the door, are you nearby?"
  • That evening. "Sorry we missed each other today. Want me to put you in for Thursday?" No guilt, no lecture.
  • Day 2, day 7, day 30. One touch each, then the long list.
  • Never mark a no show dead on the day. That is a mood, not a decision.

8. What healthy actually looks like

These are ranges, with the reasoning next to them, and they are what a properly run desk tends to land on. They are not a study and they are not a promise. Measure your own for a month before you trust anybody's numbers, including these.

NumberBandWhy it sits there
Contact rate60% to 85%Wrong digits, mistyped numbers and people who never answer a phone put a hard ceiling under 100%
Booking rate, of the people you speak to40% to 65%A real share are renting, outside your area, or two years out. Those are not failures
Booking rate, of every lead delivered25% to 50%The product of the two above. This is the honest one
Show rate65% to 85%The top of the band needs a confirmation sequence and a booking inside a few days. Without both it falls fast

Multiply the last two and you get the number that actually pays you: attended estimates per hundred leads. That is the input to cost per booked estimate, which is the metric to hold any vendor to. What happens once somebody is standing in that doorway is a different job again, and it is in from estimate to signed contract.

9. Who should do this job

Not the owner. Not because owners are bad at it, but because the work happens at 6:40pm, it needs the same thirty sentences said the same way thirty times, and it competes directly with the hours that are worth the most on a site.

That seat is one almost nobody in this trade ever hires, which is the whole argument in you are not a salesman, you just never hired one. Whether you fill it with a person on your payroll or hand it outside, it is a seat and it needs an occupant. It is also the exact work described in we call your leads, you don't.

One last thing. Whoever does it needs the call recordings and a weekly half hour listening to three of them. Nothing on this page survives contact with reality unless somebody is checking what is actually being said.

Common questions

  1. How fast does the first call really have to be?

    Under five minutes if you can, under fifteen as the outside limit. The reason is not a magic number, it is what the homeowner is doing. They filled in three or four forms in one sitting, and the tab is still open. Call while it is open and you are the conversation. Call two hours later and you are the fourth company, following somebody who already booked them.

  2. How many times should we call before we give up?

    Most companies stop after two attempts, which is roughly where the picking up starts. About ten attempts across the first week, front-loaded, is a normal working cadence, spread across different times of day, because somebody who never answers at 10am often answers at 6pm. After the first week, weekly for about six weeks, then a long list. Nothing here is harassment if every message gives them a way out.

  3. Should we text first or call first?

    Call first, every time, then text within a minute of a missed call. A text on its own is easy to ignore and easy to reply to slowly. The call is what wins the race. The text is what makes the call recognizable, so the second attempt is not a strange number ringing again.

  4. What actually counts as a booked appointment?

    A date and a time window in a calendar, an address confirmed out loud, and the homeowner acknowledging it, either on the call or by replying to the confirmation. Anything softer than that is a lead with a note on it. This matters most if you pay anybody per appointment, because a loose definition is where the money leaks.

  5. Our show rate is bad. What is the single biggest fix?

    Book sooner. Every extra day between the booking and the appointment costs you, because interest cools and other companies keep calling. Inside 72 hours where the calendar allows it. After that, the confirmation sequence does the rest, and the reschedule offer inside every reminder is the part most companies leave out.

  6. Should the owner ever do this job?

    Only while you are working out what the script should say. It is a real job with its own skills and its own hours, and the hours are exactly the ones you should be on a site or at a dinner table. Somebody has to sit at a desk and make thirty calls without getting bored. That person is almost never the person who is best at the trade.

If you would rather not build this desk yourself, that is the part we run. Book the 15-minute phone call at /contact.

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