Title: Generating Leads with Service and Delivery Staff through Telephone Previews

Objective: To teach service and delivery staff how to effectively generate leads by calling nearby homes using a telephone preview system.

Duration: Approximately 45 minutes

Materials Needed:

- Computer or tablet with internet access and projection capability

- Telephone preview system access (if available)

- Sample lead call script

- Whiteboard and markers or a digital presentation tool

- Handouts or digital copies of training materials

Agenda:

- Introduction (5 minutes)

- Welcome the staff and explain the purpose of the training session.

- Highlight the importance of lead generation for business growth.

- Introduce the concept of using service and delivery staff for this purpose.

- Understanding the Telephone Preview System (10 minutes)

- Provide an overview of the telephone preview system.

- Explain how the system works, including call lists, contact information, and scheduling.

- Demonstrate how to access and navigate the system.

- Creating a Lead Call Script (10 minutes)

- Explain the importance of having a structured script for lead calls.

- Provide a sample lead call script.

- Break down the components of the script: a. Greeting b. Introduction c. Value Proposition d. Handling Objections e. Call to Action

- Encourage staff to customize the script to suit their personality and style.

- Role-Playing (10 minutes)

- Divide the staff into pairs.

- One person acts as the service/delivery staff, and the other as a potential customer.

- Have them practice using the lead call script in a role-playing scenario.

- Rotate roles to allow everyone to practice both sides.

- Overcoming Common Challenges (5 minutes)

- Discuss common challenges and objections that staff might encounter during lead calls.

- Share strategies for handling objections and turning negative responses into positive outcomes.

- Using the Telephone Preview System (5 minutes)

- Explain how to schedule lead calls using the telephone preview system.

- Emphasize the importance of setting aside dedicated time for lead generation calls.

- Monitoring and Reporting (5 minutes)

- Discuss the importance of tracking and reporting on lead generation efforts.

- Explain how to log call results and feedback in the system.

- Q&A and Feedback (5 minutes)

- Open the floor for questions and address any concerns or uncertainties.

- Encourage staff to provide feedback on the training session and any improvements needed.

- Conclusion and Next Steps (5 minutes)

- Summarize the key takeaways from the training session.

- Remind staff of the importance of consistent lead generation efforts.

- Provide information on ongoing support and resources for lead generation.

- Training Evaluation (2 minutes)

- Distribute evaluation forms to collect feedback on the training session.

- Thank the staff for their participation and commitment to lead generation.

Follow-Up:

- Provide additional resources and materials for staff to reference.

- Schedule periodic follow-up meetings or coaching sessions to track progress and address any challenges.

- offer course to teach lead gen staff

By the end of this training session, your service and delivery staff should have a clear understanding of how to use the telephone preview system and effectively generate leads through phone calls to nearby homes. Regular practice and feedback will help improve their lead-generation skills over time.

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