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
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