Voice Agent

Website leads landed in the CRM, but the first live contact depended on how busy the managers were. At the evening peak a lead waited up to 90 minutes, and by morning some of them had gone cold for good.

• 40 minutes to the first call, up to 90 at the evening peak
• A third of leads were out of scope, but still consumed time
• Nobody called in the evening or at weekends
• Managers filled in the CRM card from memory after the call

The agent takes the first call and the three questions that reveal whether a lead is a fit. Selling stays with people.

• A call within 30 seconds of the form being submitted
• Three questions: the property, the scope of work, the timeline
• Booking the customer into a manager's calendar during the call
• The CRM card filled in automatically, with a transcript attached
• A polite decline for out-of-scope leads, which managers never see

1. 01

   Website lead

   The form creates a lead in the CRM and immediately queues a call.

2. 02

   A call in 30 seconds

   The agent introduces itself, names the company and says why it is calling.

3. 03

   Qualification

   Three questions, with answers written into the card as the conversation goes.

4. 04

   Hand-off

   A qualified customer gets a calendar slot; the manager gets the card and the transcript.

We are teaching the agent to move appointments, so a customer can call back and reschedule a site visit without a manager.