Home services

How to Choose a Home Services Appointment Setter

Choose a home-services appointment-setting company by what it guarantees in writing, whether it will work your past-customer database and not just cold lists, what is bundled into the price, and how it handles compliance. The best fit for the trades books both new-customer jobs and warm reactivation work, and puts a booked-job number in writing.

Is it a written guarantee, or just dialing hours?

Ask whether you get a specific number of booked jobs in writing, or only a promise of dialing activity. Dialing hours put the risk on you, a written guarantee puts the provider on the hook for a result. Call Savvys guarantees 10 to 20 qualified booked jobs per dedicated caller a month, in writing.

Will they work your past-customer database?

This is the question most companies forget to ask, and it is the most valuable one. Your past-customer list is warmer than any cold list, so a good provider should be willing to work it for reactivation, maintenance, and repeat jobs, not just dial cold neighborhoods. See past-customer reactivation.

What is included versus billed on top?

Compare the full monthly cost, not the headline rate. Ask whether the dialer, QA, and CRM are bundled or extra, and whether data is included or an add-on. Call Savvys bundles the caller, dialer, AI-plus-human QA, and the free Pipelio CRM into one price, with data as the only add-on at $0.03 per record.

How do they handle compliance?

Ask how lists are scrubbed and whether calling windows are enforced. Lists should be checked against the National Do Not Call Registry and applicable state lists, with dialing kept inside legal local-time hours. This is general information, not legal advice.

Run this checklist past any provider: Do you guarantee booked jobs in writing? Will you work my past-customer database? What is bundled versus billed on top? How fast do you replace an underperforming caller? How do you handle DNC and TCPA compliance? See pricing.

Frequently asked questions

Ask whether they guarantee booked jobs in writing, whether they will work your past-customer database and not just cold lists, what is bundled into the price versus billed separately, how fast they replace an underperforming caller, and how they handle DNC and TCPA compliance.
Yes, ideally. Your past-customer database is the warmest, highest-return list you have. A provider that only dials cold neighborhoods is leaving your best source of repeat jobs untouched, so the ability to run reactivation is a key thing to confirm.
Austin Rice
Austin Rice
Cofounder, Call Savvys

Austin Rice cofounded Call Savvys in 2022. His team places 10,000+ cold calls a day for 400+ real estate operators, so the playbooks here come from live campaigns, not theory.

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