Local service lead response • social comments • CRM handoff
A Facebook or Instagram comment can look like engagement, a complaint, a quote request, or a customer-service issue. Use this worksheet to turn social comments into reviewed CRM tasks without guessing at consent, price, diagnosis, warranty, schedule, or urgency.
Use the free Speed-to-Lead Swipe File See Local Lead Rescue System
SOCIAL-COMMENT-HANDOFF-READY
Post/ad source: [Facebook ad / Instagram post / local group / boosted post / marketplace-style lead / unknown]
Comment link or screenshot: [URL, post ID, screenshot path, date/time]
Comment type: [price question / availability question / service-area question / complaint / booking request / spam / competitor / unclear]
Visible facts only: [exact words, location if stated, requested service, urgency if explicitly stated]
Do we have consent to DM/text/call? [public reply only / DM allowed by platform rule / customer gave phone / consent unclear / do not contact]
Safe next action: [public reply / ask for one missing detail / invite to official form / create callback task / escalate to owner / close out]
Next owner and due time: [dispatcher / marketing owner / estimator / manager / due by]
CRM label: [SOCIAL-COMMENT-REPLY / SOCIAL-DM-CONSENT-NEEDED / SOCIAL-QUOTE-INTAKE / SOCIAL-OWNER-REVIEW / SOCIAL-CLOSEOUT]
STOP AUTOMATION: Do not invent consent, customer identity, contact history, service area, price, discount, diagnosis, warranty, schedule, emergency priority, payment status, approval, or job completion.
Thanks for reaching out. We do not want to guess from a comment thread. Please send [one safe intake path: official form / DM with preferred contact / office number] and our team will review the details before confirming timing, price, or availability.Great question. Pricing depends on [verified factors only]. We can review your situation after we have [missing detail]. We will not quote from a comment alone because we need to verify the scope first.We can check current availability, but it changes quickly. Please use [official booking/contact path] so the dispatcher can confirm the latest window before anyone promises a time.Thanks for flagging this. We want a manager to review the actual record before replying with specifics. Please send [official support path] with the job name/address or invoice number so we can investigate safely.Thanks — for customer privacy and accuracy, we handle service requests through our official contact path. If you need help, please use [official path].| Label | Use when | Required proof |
|---|---|---|
| SOCIAL-COMMENT-REPLY | A safe public response is needed. | Comment link, drafted reply, reviewer |
| SOCIAL-DM-CONSENT-NEEDED | The comment suggests interest but private contact consent is unclear. | Platform rule, consent note, public invite wording |
| SOCIAL-QUOTE-INTAKE | The commenter appears to request price, estimate, or service. | Official intake path and missing detail |
| SOCIAL-OWNER-REVIEW | Complaint, warranty, refund, safety, legal/policy, or pricing risk exists. | Manager/owner name and record to review |
| SOCIAL-CLOSEOUT | Spam, duplicate, unrelated comment, no consent, or unsafe contact path. | Closeout reason and screenshot/link |
You are triaging public social-media comments for a local-service business. Use only the comment, post/ad context, and internal notes below. Return: visible facts, comment type, consent/contact status, safe public reply draft, CRM label, owner/due time, missing details, and STOP AUTOMATION risks. If a fact is missing, write NEEDS OWNER REVIEW. Do not invent customer identity, consent, contact history, price, discount, diagnosis, warranty, service area, schedule, emergency status, payment, approval, or job completion.
Pair this with the Marketplace Lead Reply Templates, First-Reply Quality Checklist, Spam Lead Triage Checklist, and Local Service Lead Response Resource Library.
Product signal: if social comment handoff resources earn clicks/replies/reuse, consider adding a Local Lead Rescue social-comment appendix covering public replies, DM consent, official intake links, owner review, CRM labels, and no-invented consent/price/schedule/diagnosis/warranty/payment guardrails. This run records one signal only; monitor before editing the buyer ZIP.