Intake on the phone
The six questions you ask every caller: asked once, written down, in the CRM.
The problem
You ask every new caller the same six questions: what, where, when, how urgent, how to reach you, how did you find us. Five minutes per call, every day, and it ends up on a note somebody types up in the evening — or does not.
Every business asks every new caller the same questions: what, where, when, how urgent, how to reach you, how did you find us. The automation asks them once, writes the answers down and files them cleanly in the CRM. You read for ten seconds instead of talking for five minutes.
How it runs
- 1
The call comes in
At the times you set — out of hours only, for instance.
- 2
The questions are asked once
Always the same ones, in the same order. That is exactly what makes the answers comparable later.
- 3
The answers are written down
As text, not as a recording somebody has to listen through.
- 4
Everything lands in the CRM
As a contact with a matter. You read for ten seconds instead of talking for five minutes.
Status
This flow is described but not built yet — it stands here as an offer, not as evidence. Four of the eight are built and verified; which ones is on the work page.
Who this is for
- ·Businesses with many first enquiries by phone
- ·Anyone who wants to analyse enquiries later
With only a few calls a week the setup is not worth it.
Common questions
Does this replace my first conversation?
No, it prepares it. You call back already knowing what it is about.
What about data protection?
The caller is told that details are taken and what they are stored for. What exactly gets collected is up to you.
Can I change the questions?
Yes. They are the core of the flow and are set together with you.
What it costs
A fixed price after a short audit, in writing beforehand — because the cost depends on what the flow replaces at your place. No hourly rates.