Familiarize the flow of the form before calling a potential client, so you can get into the call more confidently
Make sure to get important client information: Full name, email address, and phone number
You don't have to ask the questions verbatim or in the exact same order as in the form. You don't even have to ask all of them. Try to get as much information as possible, but do what's natural to the conversation.
Suggested Script:
Good morning/afternoon! This is _______ from Construction Management Pros, Utah’s premier concierge custom builder. [[ May I speak with _______? / Who I am speaking to? ]]
Client Information
Property Information
Qualifying Questions
Suggested Script:
To ensure we provide the best possible experience and deliver results that meet your expectations, I'd like to ask a few questions. These will help us understand your project needs, preferences, and how we can tailor our services to fit perfectly with your vision and budget.
This conversation allows us to assess alignment, offer recommendations, and make the most efficient use of everyone's time as we move forward together. Is this ok with you? Do you have 15 minutes to go through these questions?
If they answered yes, continue with the questions. If no, ask:
Is there a time that we could schedule a call to discuss your project details?
If they agree to that, just click next until the end of the form and submit to go back to the team dashboard. You have to submit this form to save the information you already entered.
If the answer is still no, just send them the link to our client registration form: meet.thecmpros.com
General Information
Project Specifics
Important Note: Ask as many follow-up questions to get as much detail about the project as you can. This is so we can help the client better and to give more efficient site visits. Here's a document with tailored questions to help you gather detailed information from clients about their construction projects. Use it to understand their needs, clarify details, and identify unique requirements for a personalized approach: https://docs.google.com/document/d/1t8BGjSegX7BgIn6ywRFugz8OgRlxYlNyQVH9wRVOo7Q/edit?usp=sharing
Scope of Work
Project Vision & Clarity
Reason: Immediately after the scope, it's helpful to know how clear their vision is. This ensures you’re on the same page early on in the conversation.
Client's Previous Experience
Quality vs. Cost Focus
Reason: This question helps to immediately understand whether the client’s focus aligns with your quality-driven approach, framing the conversation to match expectations.
Financial Capacity & Commitment
SUGGESTED SCRIPT: "To ensure we can design a project that aligns with both your vision and budget, we'd like to understand your anticipated investment range. I know this question is a little bit too personal, but this helps us recommend options and solutions tailored to your financial capacity, ensuring we maximize value at every step."
Decision-Making Dynamics
Timeline Expectations & Flexibility
Attitude Toward Changes
Understanding of Design Process
Investment in Project Management
Communication Preferences
Reason: This one shows we care about keeping them informed.
Alignment with Concierge Service & Values
SUGGESTED SCRIPT: "As we work together, we aim to offer a service experience that aligns with your preferences and values. Our approach includes a personalized, concierge-style service, where we manage the details and make the process as seamless and enjoyable as possible for you."
Reason: This is an excellent closing question that helps highlight our unique selling proposition and the value of our service.
Lead Source
Final Notes