Doc Summary
Gathering Customer Information #
Before taking any action on a potential lead, gather all necessary customer information. This ensures accuracy in scheduling, quoting, and transferring calls.
| Required Information | Reason for Collection |
| Name | Identifies the customer in our system |
| Phone Number | Needed for follow-ups and confirmations |
| Email Address | Used for sending quotes and service details |
| Property Address | Helps check if they are an existing customer in our system (ask this first) |
| Source | Helps track lead generation effectiveness |
Types of Leads and Handling Process #
| Lead Type | Criteria | Quote in Office | Schedule Account Manager |
| Pest Control | Residential home under 3,000 sqft | ✅ | ❌ |
| Homes over 3,000 sqft | ❌ | ✅ | |
| Mosquito Treatment | No body of water within 50 feet, no fruit/vegetable garden | ✅ | ❌ |
| Body of water within 50 feet or fruit/vegetable garden present | ❌ | ✅ | |
| Termite Control | Stand alone residential home <25 years old, slab foundation, no active termites, <3,00sqft | ✅ | ❌ |
| Pier homes | ❌ | ✅ | |
| Homes over 3,000 sqft | ❌ | ✅ | |
| Visible termite activity or damage | ❌ | ✅ | |
| Home more than 25 years old | ❌ | ✅ | |
| Commercial properties | ❌ | ✅ | |
| Interested in damage warranty | ❌ | ✅ | |
| Specialty Pest | Bed bugs, stinging insects (above 15 feet), unidentifiable bugs, rodents, bats, moles, wildlife | ❌ | ✅ |
| Attic/TAP Insulation | Insulation-related service request | ❌ | ✅ |
| Fences & Gutters | Service request related to fencing or gutters | ❌ | ✅ |
| Commercial Pest Control | Any commercial property | ❌ | ✅ |
Qualifying Question Examples #
| Service Type | Qualifying Questions |
| Pest Control | “What type of pest issue are you experiencing?” |
| “How big is your home (sqft)?” | |
| “Is this a residential or commercial property?” | |
| Mosquito Treatment | “Do you have a body of water within 50 feet of your home?” |
| “Do you have a fruit or vegetable garden around your home?” | |
| Termite Control | “Is your home built on a slab or a pier foundation?” |
| “How old is your home?” | |
| “Have you seen any signs of termite activity or damage?” | |
| Specialty Pests | “Are the stinging insects above 15 feet?” |
| “Can you describe the pest issue or send a picture?” | |
| Attic/TAP Insulation | “Are you experiencing any pest issues in your attic?” |
| Fences & Gutters | “What type of work do you need done?” |