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 — and scores the lead before your team ever sees it.
A message that says “John called about a fence” is not intake. This is intake:
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.
The agent captures the essentials on autopilot: name, callback number, address, the issue in the caller's own words, how they found you, and the timeline they're hoping for. It never forgets a field, because it can't.
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.
Urgency detection runs in parallel: “water everywhere” and “whenever you get a chance” route differently, no matter what time the call comes in. The hot ones can trigger instant SMS alerts to your team the moment the call ends.
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.
New lead, service request, billing, emergency — each follows its own flow, built from your process.
Hot / warm / not-a-fit against the rules you set: geography, budget, timeline, project type.
Emergency language routes to the escalation path instantly, whatever the hour.
“How did you hear about us?” captured and logged — finally, marketing data from the phone.
Repeat callers get recognized, not re-interviewed. Their record updates instead of duplicating.
SMS to your team the moment a hot lead hangs up — while calling back still wins the deal.