Monarch Brand Ambassadors

Lead generation is one of the most important things our Brand Ambassadors do for this partnership. It not only helps stores reach their sales goals, but it also helps you earn bonuses.

Below, you’ll find tips for effective lead generation, along with step-by-step instructions for finding and setting appointments, properly entering leads into Lowe’s, and helping ensure those leads convert successfully!

---

How to initiate a lead.

As customers walk by, the odds that they’ll stop to chat with you are pretty low. They’re heading into the store with a goal in mind. And when they spot a vendor sitting at a table, there’s often a preconceived notion that they’re about to get pressured into something they don’t want.

So how do we turn that around?

Be friendly and approachable! Eye contact, a warm smile, open body language, and a genuine greeting can go a long way toward putting people at ease.

Make it your mission to talk to every single person who passes by. Never assume someone isn’t interested. The contractor in full gear, the shopper with a cart full of plants, the young couple browsing nearby—any one of them could be dreaming about a kitchen upgrade.

The secret is a clever opener that makes people want to stop and chat. There’s a big difference between “Are you looking to remodel your kitchen?” and “What’s one thing you’d change about your kitchen if you could?” The first invites a quick “no thanks,” while the second sparks curiosity and gets people talking.

And here’s the fun part: if a tactic isn’t working, switch it up! Browse the openers below and experiment with a few different approaches. You might be surprised by what clicks and what doesn’t.

1. “When you picture your dream kitchen, what does it look like?”
2. “If you had a magic wand, what’s the first thing you’d change about your kitchen?”
3. “How do you feel walking into your kitchen each morning?”
4. “What would make your kitchen feel like a true escape for you?”
5. “What’s been missing from your kitchen that you’d love to finally add?”
6. “What part of your kitchen gives you the most trouble day to day?”
7. “If you could redesign one corner of your kitchen, where would you start?”
8. “What’s holding you back from giving your litchen the makeover it deserves?”
9. “Which kitchen feature gets you most excited—a roomy walk-in pantry, granite countertops, or something else?”
10. “We spend so much of our day in the kitchen—what would make yours a space you actually love?”
11. “What would make your kitchen work better for your daily routine?”
12. “What’s the one thing in your kitchen you’d fix today if you could?”

---

How to keep the conversation going.

When a customer shows interest in speaking with you, it’s important to keep the conversation going. This is your opportunity to confirm there’s a need, that they’d be interested in a project that fits our minimum project, and that they’d like to schedule an appointment for our free in-home consultation to get an estimate for their project.

Here are some key reminders for this important part of the conversation.

Read the room. If they’re relaxed and want to chit-chat and ask a lot of questions, then feel free to spend more time explaining Monarch and the process. If they’re tense and trying to walk away but still interested, speed things up and try to get them scheduled.

Don’t oversell the company. The more you talk, the more you could end up saying something the customer finds to be a turn-off. For example, the time it takes to begin a remodel, that we pull permits, that we have hundreds of products to choose from, and so on. Keep it simple and remember, you’re trying to sell a free in-home consultation.

Verbally confirm the project. A customer may say, “I’ve been looking to make updates to my kitchen.” What that means to the customer could be very different from a complete kitchen remodel, which is what we offer. Always verbally confirm: “What we do is demo out your old cabinets and countertops and replace them with all new products. Is that something you’d be interested in? We can get you scheduled for a free in-home consultation to get you a no-obligation ballpark on that project.”

Ask for the lead. You’d be surprised how often we get into these long conversations with a customer but then don’t ask for their information to get them scheduled for an appointment. Don’t let this happen to you! At the end of every conversation, be assertive and say: “Great! Let me grab your name, address, and contact info, and let’s get you scheduled for that free consultation. What day and time works best for you?”

Handle rejection well. At the end of a great conversation, maybe the customer doesn’t want to provide their information or schedule an appointment. How you decide to handle that can make a difference. Shutting down and saying, “Well, have a great day then,” is not the right approach. Instead, say: “Not a problem! Just so you know, when you’re ready in the future, we’ll be here for you. Just pop back into the store and talk to any associate, and they’ll be more than happy to sign you up for a free consultation. Please take our brochure with you.”

---

Gathering info & confirming scope of work.

When you have a customer who is interested in Monarch the next most important step is to gather their contact info and confirm the work they want done meet our minimum service of removing the cabinets and countertops and replacing with new.

Gather their contact information.

1. First and last names of all people to attend the consultation.
   • “Great! Can I get your name and the name of anyone else who’ll be at the consultation?”
   • “I noticed you said ‘we’—is there another person’s name I can write down to join the consultation?”
2. Get their phone number and email. Please read it back to them to confirm we have it correct.
3. We have to get their full address to schedule an appointment. If they do not want to provide their address and just be contacted at a later date to schedule, try to get the zip code at a minimum.

---

How to find an appointment on the Staff Calendar.

Log into Salesforce and follow the steps below.

---

Important Scheduling Appointment Reminders.

• No 6 PM appointments on Fridays, Saturdays, or Sundays, even if requested.
• Always leave 4 hours between appointments (e.g., a 10:30 AM appointment means the next one should be at 2:30 PM).
• Ensure drive time between appointments is 30 minutes or less.
• If there’s already an appointment, confirm it’s in the same city. If not, use Google Maps to check drive times—don’t assume they’re close.
• Do not book appointments during blocked times on the calendar.
• A trick to make this easier, is once you arrive at the store check out the calendar and write down a few available appointment days/times that are coming up. Just make sure to confirm it’s still available when actually scheduling the appointment.

---

What to do after you’ve scheduled an appointment.

Lowes Lead Submission Link.

Steps for entering in a Lowes Lead.

Step Three.

In the Teams Chat for lead setters, provide the information they need to update the calendar with the scheduled appointment or, at a minimum, add the customer’s information into our system so they can be contacted at a later time.

Make sure the information you provide is clear and consistent. See the examples below.

If you are having any troubles at all with submitting leads in Home Depot or Lowes or problems accessing the calendar please reach out to your manager. At a minimum gather the customers information and let them know we be calling them to schedule their free in-home consultation shortly.

---

Weekly leads audit.

At the end of each week, send an email to  leads.2261@rebath.com. CC: your manager as well. This allows the Lead Setting Team to review the leads and appointments you submitted that week and confirm that your name is listed as the “taker.” Once confirmed, your name will be attached to those leads for bonus tracking and reporting purposes.

Example:

Subject Line: Jessica Piatt Lead Audit Week of June 21st-27th