Legacy Homes Roofing and Restoration

Call Center Appointment-Setting & Consent Script

Revised September 29, 2026 · Prospective script for future calls

Purpose: Qualify homeowner, schedule appointment, and obtain clear permission for Legacy Homes Roofing and Restoration to call and text about the requested appointment/service.

1. Opening

“Hi, is this [HOMEOWNER NAME]? My name is [AGENT NAME], calling on behalf of Legacy Homes Roofing and Restoration regarding [SERVICE / REASON FOR CALL]. Do you have a quick minute?”

2. Confirm Property & Need

“Great. I just need to confirm a few details so we can get the right person scheduled for you.” Property address [ADDRESS]; homeowner YES/NO; service/inspection/estimate/repair needed [NOTES]; access instructions [NOTES].

3. Schedule

“I have [DATE] at [TIME] available. Does that work for you?” Confirm date/time and Legacy Homes Roofing and Restoration.

4. Call & Text Consent — READ VERBATIM

“Before I finalize the appointment, may Legacy Homes Roofing and Restoration call and text you at [PHONE NUMBER] to confirm the appointment, send appointment-related updates or reminders, and follow up about the service you requested? Consent is optional and is not a condition of purchase. Message frequency varies. Message and data rates may apply. You can reply STOP to opt out of text messages at any time, or HELP for help. You can also text us at (501) 361-4242 for assistance. Our Privacy Policy and Terms are available at legacyroofs.ai/privacy and legacyroofs.ai/terms.”

Record explicit YES/NO, consent date/time, phone number.

5. YES

“Perfect. Legacy Homes Roofing and Restoration may contact you by call or text at that number regarding this appointment and your service request. You're scheduled for [DATE] at [TIME].”

6. NO

“No problem. I'll mark that you do not consent to calls or texts for appointment confirmation. We'll keep that preference with your appointment information.” Agent: Do not record consent as YES or enroll the number in call/text follow-up on the basis of this script. Silence is not consent.

7. Final

“You're all set for [DATE] at [TIME] with Legacy Homes Roofing and Restoration at [PROPERTY ADDRESS]. Is there anything else you'd like our representative to know before the appointment? Thank you. We appreciate the opportunity and look forward to helping you.”

Data-capture checklist

Customer name, property address, phone, service, appointment, setter, explicit consent YES/NO, timestamp, consent source, script version, private call-record reference. Recordings remain private, never on this page.

Use this revised wording for future calls. Publication is documentation of the script, not proof that any individual customer consented or that older recordings contain the revised wording. Obtain and retain each person's actual response. Operational template, not a guarantee of carrier approval.

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