Every caller qualified. Zero forgotten questions.
Your best rep asks all nine intake questions every time. Your newest hire asks five and forgets the callback number. The intake agent runs your exact script on every single call, at every location, and scores the lead before your team ever sees it.
From "someone called" to "here's a ranked lead."
During onboarding, we turn your intake process into a structured script, per call type. A new-lead call, a service request, and a billing question each follow their own flow, with the questions your team actually needs answered, in the order that keeps callers comfortable. It never forgets a field, because it can't.
- Custom scripts per call type, built from your process
- Name, callback number, address, the issue in the caller's words
- Duplicate detection, so repeat callers aren't re-interviewed
Then it scores.
You define what makes a lead hot, inside your service area, budget signals, urgency, project type, and every call gets graded against those criteria and tagged hot, warm, or not-a-fit. Your team opens the CRM to a ranked pipeline, not a chronological pile.
- Hot / warm / not-a-fit against the rules you set
- Urgency detection routes emergencies instantly, whatever the hour
- Hot leads trigger instant SMS alerts the moment the call ends
Qualification, mid-conversation.
A landscaping company's agent working a new lead. The scoring happens invisibly, the caller just experiences a good conversation.
Structured capture on every call, so nothing depends on who picked up.
See how ScheduleIX turns every location's phone into a ranked pipeline.