Offer the membership on the phone
Never paste: Customer addresses, phone numbers or emails, gate/lockbox/alarm codes, card numbers, or techs' personal phone numbers.
When to use it
When booking a tune-up or repair for a non-member.
The prompt
Copy this, then replace everything in [brackets].
Write a short, low-pressure membership offer for CSRs.
Membership: [name, price, key benefits: tune-ups, priority, discount, no after-hours fee]
Moment: [booking a tune-up / repair call]
2-3 sentences, mention one benefit that applies to this call, easy to say no to.Before / after
Before: CSRs skip it because it feels pushy.
After (example output):
‘Quick thing before I let you go: if you join our Comfort Club today, this tune-up is included and you’d get 15% off any repair the tech finds. It’s $16.95 a month. Want me to add it?’
Tips
- Tie it to the call they’re on right now.
- Write scripts once, then practice them. The AI is for drafting, not for live calls.
- Keep it short. People read texts on a phone in a hot house.
- Review every draft before you send it. You’re accountable for what goes out.