Lead Desk
MULTI-PROJECT CALL SEQUENCE
Connect to GHL
Pull your contacts from GoHighLevel so you can call them with full context.
How to get your API token:
- In GHL, go to
Settings → Private Integrations - Click "Create New Integration"
- Name it "Lead Desk" and enable these scopes:
contacts.readonly,contacts.write,opportunities.readonly - Copy the generated token (starts with
pit-) - Paste it below
Security note: Your token is stored only on this device. Don't share this file or link publicly.
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Log This Touch
Adaptive Scenarios & Objections ▸
Who Answered
Spouse or family member answered
"Hey, is [name] available? This is Nate from Home Pro Green — they reached out about a bathroom project." If not available: "When's a good time to catch them? I want to make sure I don't keep missing each other."
Caregiver answered
"Hi, is [name] available? They reached out about a bathroom safety upgrade. Are you helping them look into this? Happy to walk you through it too if you're involved in the decision."
They picked up but sound busy
"I caught you at a bad time — no problem. Would later this afternoon or tomorrow morning be better? 30-second call to set up a time for me to come out."
Inbound Returns
They called you back
"Hey [name], thanks for calling me back — really appreciate it. Did you get a chance to think about the bathroom project? I've got crews in your area this week — want me to swing by for a free quote? I can do [today/tomorrow] at [time] or [time]."
They texted back instead of calling
Reply: "Thanks [name]! Would you rather I swing by this week for a free 20-min look? I've got [day] morning or [day] afternoon open. Just reply with what works and I'll lock it in."
Common Objections
"How much does it cost?"
"Depends on what you need — every bathroom's different. That's why the assessment is free. You walk away with a written quote, no obligation."
"I need to talk to my spouse / family"
"Makes sense. Want me to come by when they're around too? That way everyone hears the same thing."
"I already hired someone"
"Got it, appreciate you letting me know. Mind if I keep your info on file in case anything changes or for future projects? And if it doesn't work out with them, I'm always here."
"Someone else already quoted me"
"Good — you should compare. Free second opinion, no pressure. Worst case you confirm the other guy's price is fair."
"Just gathering info"
"No problem — the assessment is basically that. Free, 20 minutes, you get real numbers on paper. No commitment."
"Can you just email me something?"
"Happy to — I'll text you our portfolio after this. But 20 minutes in person and I can give you actual pricing for your specific bathroom."
"I got burned by a contractor before"
"I hear that a lot. We're licensed — CSLB 1003187 — I'll text you the verification link right now. Family-owned, you never pay everything upfront. Only as work gets done."
"Please remove me from your list"
"Absolutely — I'll take you off right now. Sorry to bother you. Have a good one." Then log outcome as "Removed from List" — workflow auto-handles.
"Call me at a specific time"
"What day and time works best? I'll put it on my calendar now." Log outcome as "Callback Requested" and enter the date/time.
GHL Connection
AI Script Generation
For "Other" project types, Claude can generate a custom adaptive script. You'll need your own Anthropic API key.
Get your key at console.anthropic.com/settings/keys. Cost per script: ~$0.03.
Data
Your touch history is stored on this device. Back it up or clear it here.
About
Home Pro Green Remodeling — Lead Desk.
License #1003187 · (818) 610-9852
Webhook: configured to auto-log each touch to the "Bathroom Call Sequence" workflow.
License #1003187 · (818) 610-9852
Webhook: configured to auto-log each touch to the "Bathroom Call Sequence" workflow.