1 · Friendly Opening

Agent: "Hi, is this {First Name}?"
[Wait for response]

Agent: "Hey {First Name}, this is Chris here in Houston.

We've been speaking with a few homeowners in your neighborhood lately because with the Texas summer coming up, many people have been noticing hotter rooms, higher AC bills, outside noise, or air leaks around older windows.

I just wanted to ask real quick — have you noticed anything like that at your home?"

🛑 STOP TALKING — Let homeowner respond.

2 · Qualification Questions

✓ QUALIFIED — Book Appointment

Based on the answers, this homeowner qualifies for a free in-home consultation.

3 · Booking Pitch

"Honestly, based on what you're describing, it sounds like your home could benefit from a free in-home consultation.

One of our specialists would inspect the current windows, identify where the heat, noise, air leakage, or water issues are coming from, and show you modern insulated window options designed specifically for comfort and energy efficiency in Texas homes.

The consultation is completely free and usually takes about 30–45 minutes."

Agent: "I currently have: [Day 1 / Time] or [Day 2 / Time]. Which works better for you?"

If spouse cannot attend: "No problem — your spouse can join by video call from their phone so both of you can see the same information together."

Confirmation: "Perfect — I've got you scheduled for [date/time]. You'll receive a confirmation text and email shortly. And just to confirm: both homeowners will be available during the consultation, correct?"

✓ Closing — Appointment Booked:

⚠ WARM LEAD — Interested with Callback

This homeowner is interested but not ready right now. Schedule a follow-up callback.

"I completely understand — things like this take time to think through.

What I'd love to do is give you a quick call back in a few weeks when you're closer to being ready, so I can answer any questions and we can look at some available times together.

Would [Date / Time option] work for a quick follow-up call?"

⚠ Closing — Callback Scheduled:

✗ NOT QUALIFIED

This homeowner does not meet the qualification criteria for an appointment.

✗ Not Qualified / Not Interested Closing:

🚫 If Do Not Call Requested: