1. Contact Information:

Can I confirm that the best number to contact you is [phone number]? Can I provide your email address? What is your address?

2. Customer Status:

Are you a previous customer of Conrad Roofing?
(If yes, SKIP Questions 8 & 9)

3. Property Information:

When was your home built? Do you know how old your roof is? (If not sure, ask them to estimate.) Are you the homeowner? (If they are a renter, inform them that you can only discuss property improvements with the owner.)

4. Roof Condition & Concerns:

What concerns do you currently have with your roof? Are you experiencing any leaks? Have you had any recent roof inspections or repairs?

5. Access & Inspection:

Will our rep have access to your attic? If they ask why, explain: “To recommend the best roofing solution, it helps to check the underside of the roof deck and the attic ventilation. It's not absolutely critical, but it's best practice to assess the attic in order to recommend the right roofing solution.”

6. Roofing Material & Replacement:

What is the current roofing material? Are you looking to replace it with something similar or are you considering a change in style?

7. Project Timeline & Budget:

How long have you been looking for a roofing solution? Do you have a budget range in mind for this project?

8. Decision-Makers Availability:

Are all decision-makers available for this appointment? If they are not, and only one of them is available, politely ask them to reschedule for a time when both decision-makers can attend. Explain: “With our busy schedule and a desire to ensure that everyone is considered in the process, we ask that both be present for the inspection.”

9. Financing Options:

We offer several payment options: cash, check, or card. We also have financing available. Which option would you prefer to use?

(If they say "financing," then you would follow up with:) Great! To help us find the best financing option for you, how would you rate your credit?