FACT FIND
Use discovery to qualify the inbound lead properly and build a recommendation tied to their current priorities.
WHAT are they trying to win?
"What type of work do you most want more of right now?"
Prioritise services by margin, demand, and urgency.
WHERE do they work?
"Which locations matter most for the next 1-3 months?"
Capture travel radius, preferred postcodes, and any areas to avoid.
HOW are they generating leads now?
"What is currently bringing enquiries, and where are the gaps?"
Identify what is working, what is inconsistent, and where budget could be reallocated.
ROI numbers to collect
- Average sale value
- Approximate profit margin
- Jobs closed out of 10 enquiries
- Monthly target revenue or lead volume
Complete this before moving to recommendation.
Capture now (auto-fills calculator)
Use these prompts live with the customer, then move to the ROI calculator with everything pre-filled.
Prompt: "Which location should we model first?"
Prompt: "Which category best describes your core service?"
Prompt: "What is your typical sale value?"
Prompt: "Out of 10 enquiries, how many usually become jobs?"