Make contact within 5 minutes. Confirm identity, intent, and a working callback channel.
Required actions
- Call within 5 minutes — speed-to-lead ~80% drop after 60 min.
- Log the source tag on first touch (CRM dual-write).
- Confirm name, ZIP, best callback number, preferred channel.
- If voicemail: leave a 12-second message + send a text immediately.
Scripts
Cold call opener
"Hi {name}, this is {you} with RealWorldRP — you just inquired about {topic}. I have 2 quick questions to make sure I get you the right options. Got 90 seconds?"
Voicemail (12s)
"{name}, {you} with RealWorldRP returning your {topic} inquiry. Sending a text now with two times that work — pick one and we're set."
First text
"Hey {name} — {you} from RealWorldRP. Saw your {topic} request. Quick chat at 2:15p or 4:30p today?"
Build rapport, surface the real need, set a discovery appointment.
Required actions
- Mirror tone & pace — match their energy in the first 30 seconds.
- Use open questions: 'What's prompting the search right now?'
- Listen for trigger words: timeline, budget, decision-makers.
- Always book the next step before hanging up — no 'I'll think about it'.
Scripts
Set discovery
"Based on what you shared, the smartest next move is a 15-minute walkthrough so I can match you to real options, not generic ones. I have Tuesday 10:30 or Wednesday 2:00 — which works?"
Soft commitment
"If everything lines up on the call and the numbers make sense, are you in a position to move forward this week?"
Confirm BANT (Budget, Authority, Need, Timeline). Solidify the appointment.
Required actions
- Send calendar invite + SMS reminder 24h and 1h before.
- Pre-call: pull lead history, run a 60-second platform pre-fill.
- Identify the decision-maker — get them on the call.
- Set the agenda in writing before the meeting.
Scripts
Agenda email
"{name}, confirming {day} at {time}. Plan: (1) confirm what you need, (2) walk 2-3 options, (3) outline next step. Bring {required docs}. Reply YES to lock it in."
Deliver tailored options. Make ONE clear recommendation.
Required actions
- Show 3 options max: good, better, best — recommend one.
- Anchor on outcome, not features. 'This gets you X by Y.'
- Pause after the recommendation. Let them speak first.
- Schedule the close call within 48 hours, never 'next week'.
Scripts
Recommendation
"Given timeline and budget, Option B is the strongest fit — it gets you {outcome} by {date} at {price}. Any reason that wouldn't work?"
Resolve the last 1-3 friction points without discounting your value.
Required actions
- Isolate the objection: 'Other than {X}, anything else holding you back?'
- Trade — never give. Concessions come with a yes.
- Reaffirm urgency: 'Rates / inventory / promo expires {date}.'
- Bring in your manager / specialist only when it earns a close.
Scripts
Isolate + trade
"If we can get {concession}, are you ready to move forward today? Want to make sure I'm fighting for the right thing."
Lock the win, set expectations, ask for the referral.
Required actions
- Confirm everything in writing within 1 hour.
- Welcome call within 24 hours — set delivery expectations.
- Ask for 2 referrals while excitement is peak.
- Add to retention/upsell sequence; tag for review request at +7 days.
Scripts
Referral ask
"Glad we got you handled, {name}. Most folks I help have 1-2 friends in the same boat — who comes to mind? I'll take great care of them."
