call-script · intake

Give us what you know about the client.

Fill in what you can, leave the rest. Press "Generate script" and the call script, confirmation call and call card are built on the Only Big Jobs framework and filed in the Call Centre OS. Anything left blank gets marked TBC and flagged in the build report, the script still generates.

Output call card + script in the Call Centre OS Takes one to three minutes Saves locally as you type

When you have finished filling it in, do both of these

Generate script files everything in the Call Centre OS. Download brief gives you your own copy of the answers. Do both, in this order, before you close the page.

01 · The client 02 · What they do 03 · The offer 04 · The visit 05 · Voice

The client

Who they are and what proof we can put in the rep's hands.

Client trading name Req

Owner first name ReqThe person who visits and quotes. Must be a first name, not a job title.

Owner pronouns ReqFills he/his/him in the script. Never guessed from the name.

Website URLThe generator reads the homepage and about page for job types, years and a proof line. Only what the page literally says gets used.

Facebook page URL

Client's own phoneBooking alerts by SMS go here.

Client emailBooking confirmations, calendar invites and the Slack invite go here as well.

Years in business

Proof line One factual sentence they'd stand behind. Never "thousands of happy customers" unless they actually said it.

Proof asset link Photos, reviews or a video the rep can text a prospect. Drive/Dropbox link is fine.

What they do

The service, the jobs they take, and where they will and won't go.

Service line Req

Job types they take on

Job types or properties they refuse

Service area Req Counties, towns, radius, and where they will not go.

Home patch line A recent job or landmark the rep can mention. Drop if unknown, never invent a job.

The offer

What the ad promises, what a job is worth, and the money mechanics the rep needs to hold the line on.

What the ad promises Req

Minimum job value Req

Rough price guide the rep may quote Optional. Only what you're comfortable with a setter saying out loud.

Deposit taken for a quote visit?

No Yes

Finance offered?

No Yes

The visit

We build the booking calendar in our system and link it to the client's own calendar, so the rep only ever books a slot they are actually free for. These answers set that calendar up.

Calendar to connectThe calendar the client runs their day from. Visits we book land on it.

Timezone ReqSets booking slots and reminder times.

Visit length

Visiting hoursDays and times they do quote visits.

Days they never visitFixed days off, half days, holidays already booked.

Max visits per day

Minimum notice before a visitThe earliest slot the rep may offer.

Travel buffer between visits

Who else can do the visitIf the owner is away or booked out: a second estimator's name and mobile, or "hold the lead until they are back".

What happens at the visitOne line. The rep says it on the call and the confirmation message repeats it.

Quote timing

Languages

Calendar linkLeave blank. We build the calendar and fill this in after onboarding.

Reschedule linkLeave blank, same as above.

Voice

How the rep should sound, and what's off-limits.

Rep name

Tone

Things never to say on their behalf

Anything else the rep should know

Done? Generate the script

One click builds the script, the confirmation call and the call card, and files them in the Call Centre OS. The copy and download buttons are a fallback if you need the brief as a file.

Team key

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