Velocity Framework · Hustle pillar
The Complete Sales Script
A completed example of the Sales Script Template, built from a real Monterra Stucco inbound intake call. This is the worked version: the actual words the team uses to take a worried homeowner from the first call to a clear, confident next step.
Reference PDF · Completed example · Free
How to use this script
Read it. Practice it. Make it yours.
This is the inbound intake call Monterra runs when a homeowner reaches out before they have an inspection report. It is not meant to be read word for word. It is a structure: eight coached moves that lower the pressure and build trust at every step.
Read it once and notice how each move earns the next. Then practice it out loud and adapt the language to your own business. The words are the example. The structure is what travels.
The purpose
Calm the homeowner, understand what prompted the call, and guide them toward the correct next step. The goal is not to diagnose the wall over the phone. It is to guide them into the inspection process while staying positioned as the trusted expert.
Remember
Let the homeowner speak sixty percent of the call or more. Listen and acknowledge. You guide the conversation. You do not diagnose the wall over the phone.
The worked example
Eight moves, in Monterra’s words.
Each move below shows its objective and a line straight from the call. The full PDF includes every script, the questions to ask, and the coaching tips behind each move.
Opening the Call
Establish calm authority and psychological safety.
Before we talk about pricing or repairs, I want to make sure we are solving the right problem. Stucco issues can feel overwhelming, and my goal today is to make this simple and clear for you.
Pinpoint the Pain
Understand the context and the emotional driver.
So what you are really trying to avoid is this becoming a bigger issue later. Is that fair?
Reframe the Problem
Teach briefly without overwhelming.
Most homeowners think stucco cracks are cosmetic. In reality, the issue is usually how water interacts with the wall system.
Introduce the Inspection Step
Guide them to the correct process.
In most situations like this, the right next step is a stucco inspection. That tells us exactly where moisture intrusion is occurring and what the repair scope should look like.
Position Monterra as the Guide
Maintain control of the process.
You send that report to us and we build a clear scope of work that actually solves the issue. That way you are not guessing, and you are not paying for unnecessary work.
Set Clear Next Steps
Prevent the lead from drifting.
Here is what happens next. I will text you the inspector contact information today. You schedule the inspection. Once the report is ready, you send it to me and we walk through the repair plan together.
Lock the Follow-Up
Maintain relationship ownership.
I will put a reminder on my end to check in with you. Would it help if I followed up in a couple of days to make sure you got on their calendar?
Close the Call Calmly
End with clarity and hospitality.
Once we have that inspection report, everything becomes much clearer and we can walk through the right repair plan together. If any questions come up before then, you are always welcome to call or text.
The posture
How to sound.
How you sound matters as much as what you say. Hold this posture on every intake call.
Be
- Calm
- Structured
- Helpful
- Concise
Avoid
- Diagnosing the wall over the phone
- Talking repair pricing before the inspection
- Over-explaining technical details
- Leaving the next step unclear
The goal of the call
What success looks like.
A successful intake call does not need to end in a signed contract. It ends with five things in place.
- 1
They understand why an inspection matters
The homeowner can explain, in their own words, why diagnosing the wall comes before any repair talk.
- 2
They have the inspector contact information
Sent before the call ends, so nothing stands between them and the next step.
- 3
There is a clear next step
One specific action, owned by a specific person, with no ambiguity about what happens now.
- 4
There is a planned follow-up
A reminder set on your end, or a commitment from them to text once the inspection is booked.
- 5
There are no open loops
Every question answered or assigned. Nothing left hanging when you hang up.
Free download
Get the complete script
Download the full Monterra Stucco example, read it, and practice it out loud. Then build your own version from the blank template.