Activity (Process)

Greeting and Need Acknowledgment in Lead Intake

The first two moves of a lead intake script are greeting the caller by name and restating their need. Use the caller's name if it is available: "Thanks for reaching out, [Name]." Then acknowledge what they described: "I'd be happy to help with your [panel upgrade / outlet issue / lighting project]." Naming the specific problem signals that you listened and are already thinking about their job, which separates you from competitors who give vague replies.

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Updated 2026-05-04

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