Gatekeeper Opener
Hi, this is Travis Dunn with Alpha Contractors. Who handles the exterior and roof maintenance for this site?
Gatekeeper, if they ask “what is this about”
Just a quick exterior condition photo recap for the property file, photos and notes only.
Gatekeeper, get name and direct extension
What is their name, and do you have a direct number or extension for them?
Gatekeeper, if they will not transfer you
No problem. What is the best way to reach them?
Gatekeeper, if they will not give direct contact
Understoodd. What is the email or portal I can go through for this matter?
Gatekeeper, if they send you to HR
Quick question before you transfer me, is facility maintenance handled through a property manager or on site?
Decision maker opener
Hi, this is Travis Dunn with Alpha Contractors. Do you handle the exterior and roof maintenance for this site?
Decision maker, if they are not the right person
Got it. Who is the right person, and what is the best way to reach them?
Your reason for calling, simple
After recent weather, some sites prefer a simple condition photo recap for the property file, including photos and short notes of the exterior. This would be non-disruptive to operations.
Would you see value in this?
What it includes, one sentence
Exterior and roof photos plus a short recap of any visible concerns, what looks normal, and what may need attention.
If they ask “why do we need that”
It aids maintenance planning and provides clean documentation. You’ll have a baseline on file if something arises later.
If they ask “are you trying to sell me a roof”
Not at all. This is documentation first. If you ever want options later, great. If not, you still have the recap for your file.
If they say “we already have a roofer”
Understood. I am not calling to replace anyone. I can be a second set of eyes and provide documentation you can keep on file.
If they sound skeptical, “what is the catch”
No catch. If everything looks fine, you get documentation and peace of mind. If something stands out, you decide what to do with it.
Ask to schedule without sounding pushy
If you are open to it, what day this week is easiest for a quick walk around? I can work around your schedule.
Two time option close
Would {DAY 1} morning or {DAY 2} afternoon be better?
If roof access sounds intrusive
We can start with exterior ground photos only. If you ever want roof access later, we can follow your process.
If they want it in writing
Perfect. What is the best email to send a quick overview, and what should I put in the subject line so it does not get missed?
Confirm the next step
Great. I will send that over today. When would you like me to follow up, and what is the best way to reach you?
Voicemail, 15 seconds
Hi {NAME}, this is Travis Dunn with Alpha Contractors. Quick call about a simple exterior and roof condition photo recap for your property file. Photos and short notes, no disruption. Call me at {YOUR NUMBER}. Thank you.
