SIX-LINE SETTER-TO-CLOSER HANDOFF NOTE
SB Help Group  |  sbhelpgroup.com
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Fill this in while the call is fresh (about 60 seconds).
One line each. If it takes more than two lines, you are writing a form nobody will read.

WHY:
  (Why did they say yes? Their actual reason, in their words if you can.)

DECISION MAKERS:
  (Who has to be in the room? Spouse, partner, property manager?)

PROMISED:
  (Everything you told them to expect: inspection, quote by a date, callback.)

WHEN / WHERE:
  (Date, time, time zone, address or call-in number, gate codes, dogs.)

WATCH FOR:
  (Competitor quotes, budget, bad past experience, anything that could derail it.)

SOURCE / CONSENT:
  (How did the lead come in, and what did they agree to hear from us?)

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EXAMPLE
WHY: Ceiling stain in back bedroom after October storm. Adjuster visited, wants a second opinion before filing.
DECISION MAKERS: Maria (owner) and her husband Tom. Both will be home.
PROMISED: Free roof inspection, written estimate within two days.
WHEN / WHERE: Thursday 4:00 p.m., 118 Maple Ct. Gate code 4471. Small dog, friendly.
WATCH FOR: Already got one quote, says it felt rushed. Prefers someone who explains things.
SOURCE / CONSENT: Web form, agreed to calls and texts.
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The handoff is not done until the closer accepts it. The setter stays responsible until then.

Read the full guide:
https://sbhelpgroup.com/blog/setter-to-closer-handoff-appointment-notes