How should I introduce myself to a customer?

How you introduce yourself to potential customers is critical, as it can influence their decision when considering your quote or selecting you for the job.

Whether you opt to initiate contact with a phone call, text message, or email, we recommend the following approach:

• Begin with a polite greeting
• Introduce yourself and your company
• Explain why you're getting in touch

If you choose to reach out via text or email, keep in mind that homeowners may not recognise your number. It's essential to confirm with the customer that you obtained their details from Rated People.

You can then reference the lead purchased and inquire about their availability for a quote, aligning with your schedule.