Screening Callers

background info to know first we only work locally (san gabriel valley) we don't do projects under $40,000 (due to the size of our company this is what it takes to maintain us) (size of project doesn't matter it's about scope a small property could add up to our minimum if it involves a pool etc ) we do use some subcontractors (for excavating, paving,tree work, electrical, etc ) callers will ask thinking this is a bad thing explain that it's more efficient and cuts costs to use experts for certain tasks such as excavation etc time is money get info first ask where the project is located ask what they want to have done if they say they only need some planting or irrigation (one or two tasks) once you determine they would be a good project for us take down their information in outlook on the subject line type the name and phone number important always type the following symbol after the phone number \[p\[ (this puts the message in a priority in box on marks computer ) in the body of the message get the complete address find out how they heard about us google search, magazine, referral, etc if mark or jeff is in at the time place caller on hold and see if they can take the call bcc mark on jeffs messages if not in, send message to both their email and to text ie; phone#@vtext com