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Survey - Lead Sheet

Nutritional Supplements   _____  San Diego County Fair Script ____
Name _____________________________________________________
Address ____________________________________________________
Phone number_______________________________________________
Cell Phone___________________________________________________
Email_______________________________________________________

1.      I want to confirm you are:   Currently a Homeowner_____ Currently a Renter ____
2.      Are you still interested in saving up to 50% on your monthly energy bill?          Yes____ No____
3.      Are you still interested in reducing your monthly mortgage payments?                Yes____ No____
4.      Are you still interested in saving on your premiums or get better coverage regarding any of your insurance services?                                                                                                               Yes____ No____
5.      Are you still planning on doing any remodeling in the next 6 months?              Yes____ No____
6.      Have you ever purchased a Daily Deal from Groupon, Living Social, Yipit, or another Daily Deal site? Yes____ No____
7.      If yes, what type of Daily Deal did you purchase? Restaurant____ Spa____ Golf____  Entertainment____ Other____
8.      Do you or anyone in your family take nutritional supplements?                          Yes____ No____
9.      Would you like to be paid cash, gifts, or products for taking surveys?                 Yes____ No____
10.  Would you like to receive samples of consumer products mailed to you at no cost?     Yes___ No___
11.  If offered, which 3 choices of gifts would you prefer? 
·         $25 Visa Gift Card _____
·         $25 Restaurant Gift Card­_____ 
·         $25 Shopping Gift Card____
·         $25 Donation to a Charity_____
Transition to confirming leads
Solar Lead
12.  I am happy to inform you that your home at (ADDRESS) qualifies to receive a free in home solar assessment.   If they agree:
·         All I need to do is confirm the information I have on file for you and have a specialist give you a call back to set up an appointment.
·         CONFIRM:  Name______________ address____________ phone___________ Cell Phone__________
·         e-mail__________ Monthly power bill______ Utility provider_____________
·         How much roof shade? No Shade_____ A Little Shade_____ A Lot of Shade_____ Uncertain _____
Mortgage
13.  Do you know your current mortgage rate?  4% – 5% ____ 5.1% – 6% ____ 6.1% – 7% ____ 7.1% – 8% ____8.1% - 9%­­______ 9% + ____
14.  Have you refinanced your home within the last 3 years?  Yes____ No_____
15.  Do you know your approximate FICO score? 720 +____ 660 – 720 ____ 600 – 660____ Below 600____
16.  What is the amount of equity you have in your home? $10k-$50k____ $50k-$150k____ $150k+____
17.  Are you currently employed? Yes_____ No____
Insurance
18.  Which of the following insurance services would you like to save money on or get better coverage? Homeowners____ Life____ Health____ Auto____ Disability or Supplemental ___Business____
Home Improvement
19.  Which areas of your home are you planning to remodel in the next six months? Please check all that apply.
Outdoor Living ___Landscaping ___ Painting Exterior___ Painting Interior___  Patio or Sunrooms ___ Project Financing ___Roofing ___Room Addition ___ Solar Energy ___Windows ___ Doors ___Window Shutters ___ Air Conditioning or Heating ___ Coating or Siding ___ Home Security System ___ Kitchen or Bathroom Remodel ___
Close
Name of consumer -  I want to thank you for taking the time today to do the survey. We would like to send you a free sample from one of our Health Wellness clients. Select from the following choices
1.      Solar Scheduling a free in home solar assessment          Yes _____No_____
Confirm Appointment_____ Transfer Call ____ Confirm a specialist will give them a call back
2.      Mortgage Refinance                                                         Yes _____No_____
Transfer Call ____ Confirm a Mortgage Specialist will contact them ____
3.      Insurance_____                                                                Yes _____No_____
Transfer Call ____ Confirm a specialist will give them a call back
4.      Home Improvement                                                         Yes _____No_____
Transfer Call ____ Confirm a specialist will give them a call back 


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