Appointment Contact Protocol

Before Calling

1. Click Reveal Phone to access the customer’s phone number.

Contact Timeline

15 minutes before the appointment

• Call once.

• Send this text:

  Hi [First Name], calling about fixing your solar issues. —[Your First Name]

• Leave a voicemail with similar messaging.

At the scheduled appointment time

• Call twice.

• Send this text:

  Ready [First Name]?

10 minutes after the appointment time

If the customer still has not answered or called back:

• Call once.

• Leave a voicemail with similar messaging as text.

• Send this text:

  You missed your phone call and will need to reach out directly to rebook to get help. Hope you’re okay. —[Your First Name]

Finish

• Select the appropriate disposition for the lead such as No-Show if they didn't pick up.