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New Inquiry Phone Script

A friendly, structured script for the first call with a prospective client, designed to build trust and book the consultation.

The first call decides whether many prospects ever become clients. This script keeps the conversation calm, organized, and focused on the next step, whether you answer the phone yourself or train an intake person or part-time assistant.

What’s inside

  • An opening greeting
  • Five qualifying questions
  • Wording for matters you cannot take
  • A consultation booking close
  • A voicemail and text follow-up

How to use it

  1. Read it aloud twice to make it sound like you.
  2. Keep it beside the phone.
  3. Take brief notes on each call.
  4. Follow up within one business day on every call that does not book.

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