Turn a new inquiry into a useful follow-up

Start with the reason for the call

A name and number help. A name, number, project type and deadline help much more. Your Admin can gather the information you choose across calls, texts and email.

Ask less, learn what matters

Use a short intake for the first conversation. A sign quote may need dimensions and artwork status; a repair request may need an address and a description of the concern. Keep the questions relevant to the work.

Give the next step an owner

Decide who responds, how urgent requests trigger alerts and what should be in the handoff. Review the first requests and remove questions that do not improve the follow-up.

See how it works, pricing, or start with one workflow.