Qualification notes

Prioritize storm timing, leak severity, occupancy, and insurance openness.

Objection notes

Address deductible fear and uncertainty around whether damage is claim-worthy.

Next best action

Book inspection and send weather-backed proof angle.

Escalation rules

Escalate to premium inspection rep if hail and interior water signs both appear.

Qualification notes

Focus on documentation readiness and policy-driven hesitations.

Objection notes

Clarify process without implying guaranteed claim outcomes.

Next best action

Send consultative outreach with photos-first positioning.

Escalation rules

Escalate to senior rep when homeowner expresses confusion about insurer requirements.

Qualification notes

Validate time sensitivity without collecting unnecessary detail.

Objection notes

Avoid overpromising case outcomes.

Next best action

Move to admin-reviewed legal handoff.

Escalation rules

Always keep human review in the loop.

Qualification notes

Identify urgency markers and financial distress severity.

Objection notes

Handle affordability questions carefully and discretely.

Next best action

Offer a low-pressure consult path.

Escalation rules

Use minimized retention settings for sensitive notes.

Qualification notes

Look for new-owner triggers and multi-service fit.

Objection notes

Reduce overwhelm with guided bundles.

Next best action

Recommend training or grooming starter offers.

Escalation rules

Escalate only for high-LTV boarding or recurring-care opportunities.

Qualification notes

Anchor around event timing, style preference, and location convenience.

Objection notes

Address concerns about quality consistency and appointment speed.

Next best action

Offer concierge-style booking guidance.

Escalation rules

Escalate bridal and group bookings to premium schedule coordinator.

Qualification notes

Clarify overflow severity, timing, and geography fit.

Objection notes

Address switching friction and short-term capacity concerns.

Next best action

Offer an immediate capacity review.

Escalation rules

Escalate to ops strategist when monthly value estimate exceeds $20k.