Your next customer starts with a conversation.

Ray

Set up for home services and trades.

Find out what the job is, where it is, and how urgent it is. Offer a booked visit or inspection for anything that needs eyes on it.

• Standard qualificationQuestions to qualify a lead
• Dripping tapTroubleshooting steps
• Blocked drainTroubleshooting steps
• 2 prepared answersFor the usual objections

Ray

Set up for professional services.

Find out what they need help with, the size of their organisation, who decides, and when they need it done. Offer a consultation to enquiries that fit.

• BANT qualificationQuestions to qualify a lead
• 1 prepared answerFor the usual objections

Ray

Set up for property and real estate.

Find out whether they are buying, renting, selling or a current tenant, the area and budget they have in mind, and their timeline. Offer an inspection or an appraisal where it fits.

• Standard qualificationQuestions to qualify a lead
• Maintenance requestTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for health and wellness practice.

Find out what kind of appointment they need and when suits them, then book it or bring in the front desk. Anything urgent or about symptoms goes to a person or emergency services.

• Standard qualificationQuestions to qualify a lead
• Change an appointmentTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for software and saas.

Find out the problem they want solved, the team size, the tools they use today, and the timeline. Offer a demo to teams that fit; point smaller teams to the right plan.

• BANT qualificationQuestions to qualify a lead
• Cannot sign inTroubleshooting steps
• 2 prepared answersFor the usual objections

Ray

Set up for online store.

Find out what they are looking for and who it is for, then recommend from the catalogue with the reason. For an order question, get the order number and the email used.

• Standard qualificationQuestions to qualify a lead
• Where is my orderTroubleshooting steps
• Wrong size or itemTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for finance and insurance.

Find out what they are looking for in general terms and how soon they need it. Offer an appointment with an adviser; do not collect detailed financial information in the chat.

• Standard qualificationQuestions to qualify a lead
• 1 prepared answerFor the usual objections

Ray

Set up for education and training.

Find out who the course is for, their level and goal, how and when they want to learn, and their timeline. Recommend from the published courses and offer a call with an adviser or the next intake.

• Standard qualificationQuestions to qualify a lead
• Cannot get into the learning platformTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for cars, dealers and garages.

Find out whether they are buying, selling, servicing or repairing. For a vehicle, the make, model and what they need; for buying, their budget, timeline and part exchange.

• Standard qualificationQuestions to qualify a lead
• Warning light onTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for salon, spa and beauty.

Find out which treatment they want, any preferences for a stylist or therapist, and when suits them. Offer a booking, or a consultation where the treatment needs one.

• Standard qualificationQuestions to qualify a lead
• Move an appointmentTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for gym, fitness and sport.

Find out their goal, what they enjoy, when they can train and whether they have trained before. Offer a trial, a tour or a class that fits.

• Standard qualificationQuestions to qualify a lead
• Cancel or pause a membershipTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for hotel, stays and travel.

Find out the dates, the number of guests, the kind of stay or trip they want and their budget. Offer the matching options from what is published and a way to book.

• Standard qualificationQuestions to qualify a lead
• Change or cancel a bookingTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for restaurant, café and takeaway.

Find out what they want: a table, a takeaway or delivery order, a private event or catering. For a booking, get the date, time, number of guests and any dietary needs.

• Standard qualificationQuestions to qualify a lead
• Problem with an orderTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for events and venues.

Find out the occasion, the date or season, the number of guests and their budget. Offer a viewing, a proposal or a call with the events team.

• Standard qualificationQuestions to qualify a lead
• 1 prepared answerFor the usual objections

Ray

Set up for recruitment and staffing.

Find out whether they are hiring or looking for work. For employers: the role, location, timing and how many.

• BANT qualificationQuestions to qualify a lead
• 1 prepared answerFor the usual objections

Ray

Set up for logistics and freight.

Find out what is being moved, from where to where, the size and weight, how often, and when it needs to arrive. Offer a quote request or a call with the team for regular or complex freight.

• BANT qualificationQuestions to qualify a lead
• Shipment not arrivedTroubleshooting steps
• 1 prepared answerFor the usual objections

Ray

Set up for manufacturing and wholesale.

Find out the company, what they need, the quantities, how often, and their timeline. Offer a quote, samples or a call with the sales team for larger orders.

• MEDDIC qualificationQuestions to qualify a lead
• 1 prepared answerFor the usual objections

Ray

Set up for charity and non-profit.

Find out whether they want to give, volunteer, become a member or need support. Point them to the right way to do it and bring in the team for anything personal.

• Standard qualificationQuestions to qualify a lead
• 1 prepared answerFor the usual objections