Script 1: Speed-to-Lead (Already Booked)

Context: Lead completed quiz AND booked a discovery call. 

Our Goal: To confirm that they'll show up. Light qualification and building rapport.

To do: 

1. Once a lead come in - we need to call within 3 minutes to confirm attendance (use the scheduled date/time shown in the Discovery/Calls section).

2. If they can’t make it: reschedule in Calendly (right then by using PEG Link)

3. Get a clear verbal commitment they’ll show up.

4. Quick optional question if they’re chatty (1 line): “What has you considering [procedure] now?”

5. ✅ Outcome: Attendance confirmed (or rescheduled).

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Opening

"Hi, is this [LEAD NAME]?

Hey [LEAD NAME], this is [NAME] from AestheticMatch! I saw you just booked a discovery call with our team — I wanted to quickly say thank you and make sure you're all set."

Confirm the Appointment

"So you're scheduled for [DAY] at [TIME] — does that still work for you?"

If yes:

"Perfect."

If no:

"No problem, let's find a better time right now." [Reschedule in Calendly - Link here >> ]

Set Expectations

"Quick heads up on what to expect — your call is with our concierge team. They'll spend about 30 minutes learning about your goals, what you're looking for, and then they'll go find surgeon matches that fit your budget and timeline. It's a real conversation, not a sales pitch.

The only thing we ask is that you show up. We're a small team and we block out real time for each person. Can I count on you to be there?"

Wait for verbal confirmation.

Light Qualification (Optional) - If time permits and they're chatty:

"While I have you — what's got you thinking about [PROCEDURE] right now?"

[Listen briefly — note in CRM if anything useful]

Closing

"You're all set. You'll get a reminder before your call. Any questions for me?"

[Answer if needed]

"Great — talk soon, [LEAD NAME]!"

If Voicemail (Leave VM)

"Hi [LEAD NAME], this is [NAME] from AestheticMatch. I saw you just booked a discovery call with us — exciting! Just wanted to confirm you're all set for [DAY] at [TIME]. If anything changes, give us a call back or text us. Talk soon!"

Outbound Qualification Checklist

Note: Need 3/4 reasons to qualify before booking

CRM Notes format for Qualification:

Qualification Checklist:

• Motivation: [Qualified / Not Qualified] - (Notes: )

• Timeline: [Qualified / Not Qualified] - (Notes: )

• Decision Maker: [Qualified / Not Qualified] - (Notes: )

• Commitment: [Qualified / Not Qualified] - (Notes: )

• Final Decision: [Book / Pass]