Outbound: the agent calls

September pool closing calls from last year's list

A closing booked in August is one less call in a panicked October. Emma calls last year's opening customers, books their closing, and asks hot tub owners about a fall service before winter soaks.

When it starts

Late summer: last year's closings, this year's openings, and hot tub owners due for service.

What the agent does

Calls with their pool details on file, books a closing date, offers hot tub fall service.

What your team gets

A closing schedule filled early, and fall service booked for hot tub owners.

How it works

  1. Builds the list

    Everyone your crews opened this spring, plus last year's closings who haven't booked yet.

  2. Calls with their details

    "We opened your inground salt pool on May 13." She confirms the cover and equipment haven't changed.

  3. Books before the leaves

    Mid-September to early October dates, depending on how they use the pool and when the crew is in their area.

  4. Mentions winterizing

    Blowing out lines, the closing chemical kit, and the cover, at your prices.

  5. Asks about the hot tub

    If they have one, she offers a fall service: drain, clean and refill before the cold months.

  6. Reports the season

    Closings booked, hot tub services booked, and who wants to wait until later.

Example call

  1. AI agentHi Mrs. Gill, it's Emma from Lakeshore Pool and Spa. We opened your inground salt pool in May, and I'm calling to see when you'd like it closed this fall.
  2. CustomerOh, good timing. Probably mid-September?
  3. AI agentI have Monday September 15 or Wednesday the 17th. Still the mesh safety cover?
  4. CustomerYes. The 17th works.
  5. AI agentBooked for the 17th. I also see you have a hot tub with us. Would you like a fall drain and refill before winter?
  6. CustomerYes, actually. Can they do it the same day?
  7. AI agentI'll put them together on the 17th. You'll get a confirmation text now.

After the call: The closing and hot tub fall service are on the same visit on September 17, with the salt pool, safety cover and hot tub noted. Mrs. Gill has a confirmation text.

What your team gets

  • Closings booked from last spring's openings
  • Hot tub fall service booked on the same visit
  • Closing dates grouped by area for the crews
  • A report of closings and services booked
Set up with you: The team sets up a connection to your customer records and service schedule, and sets the calling dates, closing prices, and which hot tub owners to call.

Questions

When does it start calling?

On the date you pick. Many stores start in mid-August.

Does it upsell?

It mentions the hot tub service only to customers who have a tub on file.

What if they want to close themselves?

It thanks them and can text your closing kit details if you sell one.

Hear it on your phone

Request a demo call and the agent phones you, set up for pools and hot tubs like yours.

Get a demo call