Qualifier Form Test 2

Thank you for calling SoldFast, are you looking to sell a property?*
- Yes
- No
And/or… do you plan to buy another property?
- Yes
- No
Great! We would love to help. Is this your first time calling?
- Yes
- No… is my offer still good?
Most likely! I can definitely pull your information up and get you transferred over to the right person. What is your name?

Basic Info
Great! My name is _____ — what is yours?*
First Last
It’s a pleasure to meet you. So… I will collect some basic info, then we can get you an appointment booked. I would be happy to answer any questions you might have about process. Does that sound like a plan?
In case we get disconnected, what's the best callback number for you?*
And… Is this a good number to text you at?
YES – opt-in for text messages
Great. I promise not to abuse texting or spam you. We generally text for appointment confirmations and offer follow-up. You can expect less than 3 texts from us a month, excluding conversational (ie: us replying to your questions). If you ever want to revoke our texting just reply STOP and we’ll hush 🙂
What's the best email for you?*

After our appointment, this is where we would send our written offer.
When is the best time and way to communicate with you?

Example: They might say… I am off on Friday and Saturday but can only take calls after 4:00 on other days. Feel free to text me anytime.

BUYING: Profile Details
How soon are you looking to purchase?
- ASAP
- Within 3 months
- 3-6 Months
- Just started (unsure)
How much are you comfortable spending on the "right" property?
What type of property are you most interested in?
- Investment Deals
- Single Family
- Acreage / Rural
- Townhome / Condo
Describe your perfect property that you feel fits within budget.
Prompts: Pets (Fenced yard?), minimum Beds & Baths, Basement?, Primary on Main, House Type (ranch, two story, unique), Garage, Outbuildings, Pool / Pond, Lot Type / Size
What towns / cities / areas would you LIKE to find a property within?
Prompts: Distance to a specific place (work, hospital, school, relative)? Certain school districts you prefer/need?
DESIRE: Moving can be super stressful, I want to make sure we get it right! Can you explain to me what is driving this move?
Prompts: Growing family, Downsizing, Job change, First-time buyer, etc.)

Selling Details
What's the address of the property you're looking to sell?*
Street Address City State
And… are you the property owner?*
- Yes
- No… friend, family, executor
- No… agent
- No… wholesaler
Did you have any other properties you'd like to sell?*
- Yes
- Maybe… but not right now
- No
For Additional Properties
Collect property addresses… appointment booking will default to the top one. Ping team and block additional time. We can work to route it after the call.

Appointment
Would you like to book an appointment for us to come look now?*
- Yes
- No… I have some questions first
Please give me a moment while I pull up our team calendar*
The next step is to schedule a quick 15-20 minute in-person property review (versus inspection), and then we can provide you with a no-obligation offer within 24 hours. Sound good?
Open bookings link and offer two times for the following day and say Our calendar tends to fill up quickly, but I do have a couple of openings tomorrow at X and Y times. Which works better for you? If neither times work, ask if there is a day and time that works best for them.
Appt Date*
MM slash DD slash YYYY
Appt Time*

: Hours

Minutes

End of Call Appointment Attempt
Please give me a moment while I pull up our team calendar
The next step is to schedule a quick 15-20 minute in-person property review (versus inspection), and then we can provide you with a no-obligation offer within 24 hours. Sound good?
Open bookings link and offer two times for the following day and say Our calendar tends to fill up quickly, but I do have a couple of openings tomorrow at X and Y times. Which works better for you?
Date
MM slash DD slash YYYY
Time

: Hours

Minutes
Great! I’ve got you down for [APPT DATE AND TIME]. On the day of the appointment, we will confirm with you prior to heading over. If anything changes, please just let us know!

CALL WRAP-UP
Update Lead Status*
Pause Follow-up Until
MM slash DD slash YYYY
QUALIFIER NOTES
Spanish Speaker?*
- Yes
- No
Red Flags
Toggle anything you have concern about regarding this caller…
- Suspect Impairment
- Not on Title
- Seems Sketch
Call Managed By…*
[OPTIONAL] Flag for Review
- I did a great job! 🙂
- I dropped the ball. 🙁
- Uhh… Question ??
Thank you for navigating the front end of our Qualification process with diligence and caring! 🙂
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Comments
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Basic Info