Outbound: the agent calls

August sweep reminders and the fall waitlist

The customers who book in August are the ones who don't call in a panic in November. Emma fills the early weeks from last year's list, and when October cancellations come in, she calls the waitlist.

When it starts

Late summer, or a cancelled sweep during the fall rush.

What the agent does

Calls last year's customers to book, keeps a waitlist, and offers opened slots by phone.

What your team gets

A fall calendar filled early, and cancelled slots refilled the same day.

How it works

  1. Calls last year's list

    From your customer history, starting with the ones who burn the most. She mentions their appliance and last visit.

  2. Books the early weeks

    August and early September slots go first, so the October rush is easier.

  3. Keeps the waitlist

    When the fall is full, callers are added with their area and the days they can do.

  4. Fills cancellations

    When a sweep cancels, she calls the waitlist in order, starting with people nearby, and books the first yes.

  5. Reports the season

    Customers called, sweeps booked early, and slots refilled from the waitlist.

Example call

  1. AI agentHi Sandra, it's Emma from Muskoka Chimney. You're on our waitlist for a sweep, and a slot just opened tomorrow at 10. Would you like it?
  2. CustomerOh, yes! We wanted to light the stove this weekend.
  3. AI agentGreat. Is it still the insert in the living room?
  4. CustomerYes, same one.
  5. AI agentBooked for tomorrow at 10. Please don't use it tonight so it's cool for the sweep. I'll text you the prep steps.

After the call: The cancelled 10:00 slot is filled within 20 minutes of the cancellation, Sandra is off the waitlist, and the crew has the insert noted.

What your team gets

  • Early fall weeks booked from last year's customers
  • A waitlist kept by area and availability
  • Cancelled slots refilled the same day
  • A do-not-call list for anyone who asks
Set up with you: The team sets up a connection to your customer history and schedule, and sets the reminder date, the calling hours, and how the waitlist is ordered.

Questions

When do the reminders go out?

On the date you pick. Most sweeps start in late August.

How does it choose from the waitlist?

In the order you set, usually who's closest to the open slot and who's been waiting longest.

What if nobody on the waitlist answers?

It leaves a voicemail and a text, then moves to the next person.

Hear it on your phone

Request a demo call and the agent phones you, set up for chimney sweeps like yours.

Get a demo call