Name: Stonehaven Remodeling Services Inc
Located in: Fort Mill, SC
Time Zone: Eastern Time (ET)
Warm Transfer #: (803) 866-9629
Business Hours: 9:00 AM - 5:00 PM
Goal: To Confirm Interest & Schedule an Appointment, Warm Transfer
Office Number: (803) 866-9629
GREETING:
Qualification Checklist
Homeowner
Wants something new like a new system or looking for repair
In the service area
Hi is this (LEAD'S NAME)? This is (your name) calling on behalf of Stonehaven Remodeling Services Inc. I'm calling because you reached out on social media regarding heating and cooling for your home, and I have a few quick questions to see how we can help.
Before I go ahead with the questions, I want to let you know that this call is being recorded for quality assurance purposes.
WARM UP QUESTIONS:
Note: Take note of the following and include it under "appt notes" when booking the appt
[Check if the lead info if it came via the HVAC or Tankless water heater campaign]
If HVAC ask:
- What kind of heating do you currently have?
- How old is your current unit?
If Plumbing or Tankless Water heater ask:
- Are you currently renting a tankless water heater?
- How old is your water heater?
SERVICE AREA CHECK:
Could I have your postal code to verify we have service in your area?
❌ If not in Service Area: "Ah, unfortunately, that’s a bit outside of our service area. I’m sorry! Thanks for speaking with us today!"
[End call & abandon lead]
✅ If in service area: "Perfect! We'll book an appointment for you with our Expert Technician, who can assess your home and give you options to make it more comfortable and energy efficient!"
QUALIFYING QUESTION
2. You are the homeowner, right?
❌ If no: "Okay, I understand. We need to deal with the homeowner directly, so I won't be able to help you today but you can have them reach out to us. Thank you for your time, have a nice day!"
(End call & abandon lead)
✅ If yes: "Great! You've come to the right place for a new SYSTEM"
APPT REQUEST SECTION ❌ (Use for message delivery)❌
[Start selecting a day and time slot for the lead before asking for the address, DON'T ASK the lead for a day and time]
4. Alright then, could you please provide me with your address for the appointment?
✅ [Get house/apartment/condo number, street name, city/town, postal code
✅ [Ensure all details are properly logged in Contact Record and save changes]
WARM TRANSFER SECTION
✅After booking, If call is within business hours proceed do a warm transfer to Office Number:
(803) 866-9629
Awesome, now, I will connect you to our OFFICE Ops manager who can help determine what will work best for you, they can walk you through your options, and answer any questions you may have. Please stay on the line for a moment as I complete the transfer.
❌After booking, If call is after business hours say the following:
Our advisor is not in the office now, but I have set up your appointment request, so they will be calling you in the next business day to finish setting up your appointment.
📞Transfer section[Do a warm transfer to the dispatch team and wait till he/she picks up. Try a few times]
"Hi, I’ve got (Lead Name) here on the line who is looking for (whatever the lead wants/needs)! Do you see the appointment request on your end?”
✅ If yes: patch the call, intro the lead, and end call
❌If no: Ask dispatcher to refresh their system or give him/her the contact information manually.
If no answer and within business hours, go back to call→ “It seems like our dispatcher is not available right now, but we’ll call you shortly to finish setting up your appointment.
TRANSFER FORM
(complete after transfer)
LEAD DISPOSITION
Use the form below to remove leads from our automated text and emails or mark them as DND. Use the DND disposition only when leads are irritated and request to never be contacted again.
LEAD DISPOSITION FORM
FAQ
Where did you get my information?
You clicked on one of our social media ads and filled out a form in order for us to reach out to you
The lead is asking specific questions about HVACs
You’re asking all the right questions, and I will be able to connect you with an HVAC specialist that will be able to show you how the program works, and the options that are available for you
Internal: Biggest towns in the service area
Toronto, Mississauga, Brampton, Vaughan, Markham, Richmond Hill, Oakville, Burlington, Hamilton, Oshawa, Newmarket, Aurora, Milton, St. Catharines, Ajax, Pickering, Whitby, Barrie, Guelph, Cambridge, Kitchener.
Internal: Biggest towns in the service area
Homeowners in Ajax, Barrie, Pickering and Whitby can get up to $4,500 for transitioning to a hybrid heating system for their home. By adding a new heat pump to their existing furnace, homeowners are able to save energy, lower their monthly bills, and add a system that can both heat and cool their homes. More info on the program: https://www.enbridgegas.com/en/sustainability/clean-heating/hybrid-heatingThis programs in March and spaces are limited!
Where are you based?
Our company is located in Vaughan, ON and we serve the GTA and surrounding areas.
This site is not a part of the YouTube, Google or Facebook website; Google Inc or Facebook Inc. Additionally,
This site is NOT endorsed by YouTube, Google or Facebook in any way.
FACEBOOK is a trademark of FACEBOOK, Inc. YOUTUBE is a trademark of GOOGLE Inc.
Your Information is Secure. By submitting your information, you agree to the Terms & Conditions.
You consent to receive a phone call and/or text message from LeadzMan Marketing
Copyright 2026 LeadzMan | All Rights Reserved |