Practice the next response.
Choose a conversation example. Learn what to notice, then use the practice reply with your team.
Conversation signals
40 resources
Current provider or contract mentioned
The customer brings up who they use now, what they pay or when their contract ends, which puts a real switch on the table.
The customer brings up who they use now, what they pay or when their contract ends, which puts a real switch on the table.
Payment or financing asked
The customer asks about the monthly cost, the deposit, payment terms or approval, which means they are working out whether the purchase can actually happen.
The customer asks about the monthly cost, the deposit, payment terms or approval, which means they are working out whether the purchase can actually happen.
Availability asked
The customer asks whether the offer, the product or an opening is still available, which is a check before they commit more time to you.
The customer asks whether the offer, the product or an opening is still available, which is a check before they commit more time to you.
Specific product or plan named
The customer names one particular product, plan or package instead of asking about a category or a price range.
The customer names one particular product, plan or package instead of asking about a category or a price range.
Timeline stated
The customer says when they need something in place, which tells you how to work the lead and how hard to push for this week.
The customer says when they need something in place, which tells you how to work the lead and how hard to push for this week.
Comparison shopping mentioned
The customer says they are talking to other companies or waiting on other quotes, which puts your appointment in a race for the same week.
The customer says they are talking to other companies or waiting on other quotes, which puts your appointment in a race for the same week.
Time offered
The rep offers a specific day and time to meet rather than inviting the customer to get in touch whenever it suits them.
The rep offers a specific day and time to meet rather than inviting the customer to get in touch whenever it suits them.
Time held
The customer agrees to a specific day and time, and the team writes it down with the topic, the details and the person who will meet them.
The customer agrees to a specific day and time, and the team writes it down with the topic, the details and the person who will meet them.
Confirmation asked
Someone reaches back out before the appointment to confirm the day, the time and the topic, and asks the customer for a reply.
Someone reaches back out before the appointment to confirm the day, the time and the topic, and asks the customer for a reply.
Meeting unconfirmed
An appointment sits on the calendar, but nobody has heard back from the customer to confirm that they are still coming.
An appointment sits on the calendar, but nobody has heard back from the customer to confirm that they are still coming.
No appointment ask
The conversation shows real buying interest and ends without anyone offering a day and time to meet.
The conversation shows real buying interest and ends without anyone offering a day and time to meet.
Reschedule requested
The customer asks to move an appointment to a different day or time rather than canceling it outright.
The customer asks to move an appointment to a different day or time rather than canceling it outright.
Callback requested
The customer asks to be contacted again at a particular time, or after they check on something, and expects the team to make the next move.
The customer asks to be contacted again at a particular time, or after they check on something, and expects the team to make the next move.
Follow-up promised
The rep tells the customer they will do something and come back to them, such as check a price, confirm what is covered or send numbers.
The rep tells the customer they will do something and come back to them, such as check a price, confirm what is covered or send numbers.
No follow-up plan
A conversation with real interest ends with no next contact: no date, no task and nothing the customer was told to expect.
A conversation with real interest ends with no next contact: no date, no task and nothing the customer was told to expect.
Unanswered text
A customer's message sits in the thread with no reply from anyone on the team.
A customer's message sits in the thread with no reply from anyone on the team.
Quote sent without next step
A price or quote goes out and the conversation stops there, with no time set and no reason to reply.
A price or quote goes out and the conversation stops there, with no time set and no reason to reply.
Missed inbound call
A customer calls the team and nobody takes it, whether it rings out, lands in voicemail or is abandoned on hold.
A customer calls the team and nobody takes it, whether it rings out, lands in voicemail or is abandoned on hold.
Hesitated on the time
The customer pauses, hedges or softens when a day and time is offered, which is an objection that has not been said out loud yet.
The customer pauses, hedges or softens when a day and time is offered, which is an objection that has not been said out loud yet.
Frustration not addressed
The customer expresses annoyance, doubt or impatience and the conversation moves on without anyone acknowledging it.
The customer expresses annoyance, doubt or impatience and the conversation moves on without anyone acknowledging it.
Name not taken
The conversation reaches product, price or availability without anyone getting the customer's name and a way to reach them.
The conversation reaches product, price or availability without anyone getting the customer's name and a way to reach them.
Price given without an appointment
A price, monthly cost or discount is quoted and the conversation ends without a day and time to meet.
A price, monthly cost or discount is quoted and the conversation ends without a day and time to meet.
Objection not answered
The customer raises a concern about price, timing, the product or switching, and the conversation moves past it without a real answer.
The customer raises a concern about price, timing, the product or switching, and the conversation moves past it without a real answer.
Long hold or transfer
The caller waits on hold or is handed between people, often repeating what they already explained to someone else.
The caller waits on hold or is handed between people, often repeating what they already explained to someone else.
Read but unanswered
Somebody on the team opened the customer's message and never answered it, and the thread has been sitting ever since.
Somebody on the team opened the customer's message and never answered it, and the thread has been sitting ever since.
Photo or document requested
The customer asks to see something specific before they commit, such as a photo, the contract, the policy wording or the fine print.
The customer asks to see something specific before they commit, such as a photo, the contract, the policy wording or the fine print.
Price asked by text
The customer asks for the price, the monthly cost or the total in a message instead of on a call.
The customer asks for the price, the monthly cost or the total in a message instead of on a call.
Another company quoted
The customer has a figure from a competing company, often in writing, and asks you to beat it.
The customer has a figure from a competing company, often in writing, and asks you to beat it.
Email without an owner
A customer's email lands in a shared address and sits there, because nobody is sure whose it is.
A customer's email lands in a shared address and sits there, because nobody is sure whose it is.
CRM note contradicts the call
What the rep wrote in the CRM and what the customer said in the conversation are two different stories.
What the rep wrote in the CRM and what the customer said in the conversation are two different stories.
Appointment on the calendar without a confirmation
The CRM shows an appointment, and no call or message anywhere shows anyone confirming it with the customer.
The CRM shows an appointment, and no call or message anywhere shows anyone confirming it with the customer.
Lead marked lost, then the customer asked a question
The lead was closed out as lost or dead, and then the customer called or wrote with a real question.
The lead was closed out as lost or dead, and then the customer called or wrote with a real question.
Next step field empty after a live conversation
A real conversation happened and the record carries no date, no task and nothing anybody else can pick up.
A real conversation happened and the record carries no date, no task and nothing anybody else can pick up.
Lead unanswered past five minutes
A web or text lead comes in and nobody has called or written back in the first few minutes.
A web or text lead comes in and nobody has called or written back in the first few minutes.
Confirmation not sent the evening before
Tomorrow's appointment is on the calendar and no confirmation went out the evening before.
Tomorrow's appointment is on the calendar and no confirmation went out the evening before.
No-show without a same-day recovery call
The appointment time comes and goes without the customer, and nobody calls them that day.
The appointment time comes and goes without the customer, and nobody calls them that day.
Quote follow-up overdue
A number went out days ago, the customer never replied, and the follow-up that was promised never happened.
A number went out days ago, the customer never replied, and the follow-up that was promised never happened.
Missed call answered by an assistant
A call the team did not pick up is answered by an automated assistant, inside the limits the business set for it.
A call the team did not pick up is answered by an automated assistant, inside the limits the business set for it.
Handoff to a person requested
The caller asks for a person, and the automated assistant stops and moves the call to the team.
The caller asks for a person, and the automated assistant stops and moves the call to the team.
Asked whether they were speaking to a person
The caller stops and asks whether they are talking to a person or to a machine.
The caller stops and asks whether they are talking to a person or to a machine.
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