POOL OPENING CALL SHEET
Sales Team Reference Guide
CALL #1 — 1-VISIT ONLY OPENING VACUUM UPSELL (Technician On-Site)
Situation: Our service technician has arrived at the customer’s pool to perform their pool opening. Call the customer to offer an optional opening vacuum.
Opening Script:
“Hi, may I speak with [Customer Name]? Hi [Customer Name], this is [Your Name] calling from 614 Pools. I’m reaching out because our service technician is currently at your property to perform your pool opening. We wanted to give you a quick call to let you know they’re there, and to offer you an optional 30- minute large debris opening vacuum for just $75. After a long winter, large debris and leaves tend to settle at the bottom of the pool, and a vacuum at the time of opening is a great way to start the season off with a clean pool. Would you like to add that today?”
If Customer Says YES:
“Perfect! I’ll let the technician know right away. They’ll take care of that for you today. Is there anything else you need while I have you on the line?”
If Customer Says NO:
“No problem at all! Just wanted to make sure you had the option. Your technician will go ahead and complete the standard pool opening. Have a great day!”
If No Answer — Leave Voicemail:
“Hi [Customer Name], this is [Your Name] from 614 Pools. I’m calling to let you know our service technician is currently at your property for your pool opening. We also wanted to offer you an optional 30-minute large debris opening vacuum for just $75 — a great way to kick off the season with a clean pool. Please give us a call back at [Phone Number] if you’d like to add that on. Thanks, and have a great day!”
Notes:
Keep the call brief and friendly — the technician is on-site and ready to go.
Emphasize the convenience and value of doing it now versus scheduling a return visit.
If the customer is unreachable, leave a voicemail and notify the technician of the outcome.
CALL #2 — LOCKED GATE / NO ACCESS (Technician On-Site)
Situation: Our service technician has arrived at the customer’s property for a scheduled pool opening but is unable to access the pool area because the gate is locked.
Opening Script:
“Hi, may I speak with [Customer Name]? Hi [Customer Name], this is [Your Name] calling from 614 Pools. I’m reaching out because our service technician is at your home right now for your scheduled pool opening, but unfortunately they are unable to access the pool area — it looks like the gate is locked. Is there any way you could come to the property, or do you have a gate code or spare key we could use to gain access?”
If Customer Can Provide Access:
“Wonderful, thank you! I’ll pass that information along to our technician right now so they can get started.”
If Customer Cannot Provide Access:
“I completely understand. Let’s go ahead and get you rescheduled for a time that works best for you. I do want to let you know that a trip charge of $65 may apply for today’s visit since the technician was unable to access the pool. We’ll do our best to get you back on the schedule as soon as possible. What days and times work well for you?”
If No Answer — Leave Voicemail:
“Hi [Customer Name], this is [Your Name] from 614 Pools. I’m calling because our service technician is currently at your property for your scheduled pool opening, but unfortunately we are unable to access the pool — the gate appears to be locked. Please give us a call back as soon as possible at 614-219-2020 so we can get you taken care of. Thank you and have a great day!”
Notes:
Always notify the technician immediately after the call with the outcome so they know whether to wait or move to the next job.
Document all contact attempts in the job notes, including time of call and outcome.
Flag the account for a reschedule and note any applicable trip charge per company policy.
Remain calm and empathetic — the customer may not have realized the gate was locked.