The first call should establish how a bathtub reaches a fourth-floor walk-up
Access questions belong at the front of intake, because a job you cannot get material into is not a job.
Ask the building questions before the design questions. Is it a co-op, a condo, a rental or a whole house. What floor. Elevator, freight elevator or stairs. What hours does the building allow work. Is there anywhere to put a dumpster.
Two minutes of that reshapes the rest of the conversation. A fifth floor walk-up in Bushwick with a narrow stairwell is a different bid than a doorman building in Chelsea with a bookable freight elevator, and pretending otherwise produces disputes on day one.
Script it and put it in whatever your team uses to log calls. The point is not interrogation. The point is that the same six answers get captured on every inquiry, so nobody has to guess later why a job stalled.
Give whoever answers the phone permission to end a call politely. A renter with no owner in the conversation is not a lost sale, and treating it as one wastes an afternoon.