Lead Capture

Agent: "Thanks for your interest! May I have your name?"
Customer: "John Smith"
Agent: "Nice to meet you John. And what company are you with?"
Customer: "Acme Corporation"
Agent: "Great. What's the best email to send information to?"
Customer: "john@acme.com"

## Lead Capture
At the beginning of the call, collect:
1. Name
2. Company
3. Email

Be natural: "Before we dive in, let me grab your details..."

## Lead Capture
Collect information naturally during the conversation:
- When they mention their company, note it
- When ready to send info, ask for email
- When discussing follow-up, ask for phone

## Lead Capture
Before ending the call:
1. Summarize what was discussed
2. Offer to send more information
3. Collect email to send materials
4. Confirm best phone for callback

## Lead Collection Guidelines

### Required Information
Always collect before ending a productive call:
- Full name
- Email address
- Company name

### How to Ask
Be conversational, not interrogative:
- ❌ "What is your email address?"
- ✅ "What's the best email to send that information to?"

### When to Collect
- After establishing rapport
- When offering to send information
- Before scheduling a follow-up

### If They Decline
If they don't want to share information:
- Don't pressure
- Offer general website/phone as alternative
- Note in conversation for context