Type: Mortgages
Lead Grade:
Name: Magda (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Ruskin
Intro:
At Phone Staffer, we focus on helping home service companies increase their client base through strategic cold calling. In this example, we engaged a homeowner located in the Southwest region to discuss potential mortgage rate reductions. Although this transcript is related to financial services, the approach mirrors how we handle outbound lead generation for home service companies by establishing rapport and booking appointments at a time convenient for the client. If you’re looking to improve outbound efforts or need expert guidance on how to cold call for leads tailored to your home service company, targeted calls like this can be highly effective in driving results.
Below is the redacted transcript of the interaction for privacy protection.
Ai Transcript:
Phone Staffer Caller:
Uh, oh. Oh, hello. I’m looking for Mister (redacted).
Lead:
Mister who?
Phone Staffer Caller:
Magda (redacted).
Lead:
Oh, that’s my wife.
Phone Staffer Caller:
My name is Chris, sir. I’m just calling from (redacted). We’re actually calling all the homeowners of this area Southwest and well, our records do show that you guys currently have an FHA loan at a massive six point seventy-five interest rate. Is this still active?
Lead:
Uh, I don’t know. She’s the one that handles all the paperwork.
Phone Staffer Caller:
Um, I see. Yeah. Yeah but um okay since I’m speaking with you um well, is there a best time we could talk to her because um our loan officers saw that she’s still actually using the old from the old um like market. That’s why it’s very high, and um, um, we saw that we can actually help you lower this extremely down. Um, comparing it to the new, greater rates coming out in the market. If I could ask you, sir, is there a best time that we could actually call one of our loan managers could actually call her back or both of you back? So they can actually share with you the lower rate?
Lead:
Yeah, it would be around 6 o’clock, 6 p.m.
Phone Staffer Caller:
Um. Let’s see if I could have an available manager that could call then. How about between 9-5? Is there a time, like between nine to five?
Lead:
Probably not even today, maybe on Monday or Tuesday.
Phone Staffer Caller:
Yeah, Monday or Tuesday is fine.
Lead:
Yeah, Monday or Tuesday. Uh, let’s say about 4:30, 4:30.
Phone Staffer Caller:
Uh, is it Monday or Tuesday?
Lead:
It doesn’t matter, either or.
Phone Staffer Caller:
Okay, no problem. So Monday or Tuesday, and what is the best number that we can call you back at?
Lead:
Uh, the same one that you’re calling to right now.
Phone Staffer Caller:
Okay, that would be (redacted). And… yes. Um, you’re currently at (redacted) Fourth Street, Southwest in (redacted), right?
Lead:
Yes, sir.
Phone Staffer Caller:
Got it. And also, can I ask for your name, please?
Lead:
I don’t know. I’m sorry?
Phone Staffer Caller:
Juan (redacted). Is that Ron?
Lead:
Juan. J-U, A-N.
Phone Staffer Caller:
Oh, Juan. And the last name?
Lead:
Lemus. L-E-M-U-S.
Phone Staffer Caller:
L-E-M-U-S. Yes, okay. And, um, so if you’re currently at a 6.75% interest rate, can you give me a little bit of a heads-up, like just to range about how much your total loan amount is? Around 200 or 300 maybe?
Lead:
I think it’s around 300.
Phone Staffer Caller:
Around 300. Gotcha, okay. And, um, do you have, like, a best email address that we can send all the info to?
Lead:
Um…
Phone Staffer Caller:
Well, actually I got one here. It shows (redacted) at Yahoo. Is this an updated email?
Lead:
No, that one’s fine.
Phone Staffer Caller:
Okay, gotcha. Yeah, because the loan managers will probably send you an email first to confirm the appointment on Monday or Tuesday, all right?
Lead:
Okay. That sounds good.
Phone Staffer Caller:
Who should we look for Monday or Tuesday? Is