The 5-Question Intake: Qualify, Prioritize, and Book in One Call

Many contractors treat every inbound call the same and lose jobs because intake is slow, inconsistent, or unfocused. This episode teaches a tight, empathetic five-question intake you can train your team to use in under 10 minutes. You’ll hear a relatable field example, learn the exact five questions (symptom, urgency, budget cue, site access, preferred time window), and get simple rules that convert answers into one of three automated outcomes: immediate soft-book with SMS confirmation, priority dispatch for urgent calls, or a low-effort nurture track. I’ll share two practical automations—one that flags and routes high-value calls to same-day slots, and one that sends a one-tap confirmation link to hold a provisional appointment—so you recover more jobs without hiring. The episode ends with a quick implementation checklist you can use today and a reminder to grab the free guide at ProfitPulse.biz.