Offer the membership on the phone
Part of kit: New CSR first week (step 4 of 5)
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.
Fill in the brackets
Type your details and the prompt below updates. Everything stays in your browser.
Leave out: Customer addresses, phone numbers or emails, gate/lockbox/alarm codes, card numbers, or techs' personal phone numbers. Use initials or general terms instead.