New leads

Every lead answered. Nobody forgotten.

Texts, website forms, emails and calls land in one inbox. Each gets a first reply, then your team or the receptionist takes it to a booking or a clear handoff.

Apply for new leads

Invite only. Switched on per business after review.

Follow one lead through.

Example. Larkspur Heating & Air, Dana, Sam and every number and time here are made up.

They ask for

Comes in by

Handled by

Result

Comes in by

Handled by

They ask for

Step 1 of 5

A lead arrives

By text, Tuesday at 7:42 p.m., after hours. It lands in the shared inbox.

Dana’s phone

Larkspur Heating & AirText message, (905) 555-0190

Tuesday 7:42 p.m.

Hi, do you do furnace tune-ups? Hoping for later this week.

Your desk

Inbox Leads

LeadCame in byWaiting onDue or outcome

(905) •••-0148New, 7:42 p.m.TextSamDue 9:00 a.m.

Marcus T.Request page—Booked

Lena K.Email—Quoted

(289) •••-0172PhoneSamDue 9:00 a.m.

A text lead continues by text, from your own number.

Your team, or the receptionist.

You choose in the Playbook. Your team is the default.

Step Your teamThe default ReceptionistInvite-only option

First reply Your approved message, by text or email, says who calls back and by when. Answers in the lead’s own channel, from your approved facts.

Booking Your staff book, then mark it booked, quoted, no answer or not a fit. Books supported services in your connected calendar. A new caller can book on the call, with a text to confirm.

Hours Within the hour in staffed time. By 9:00 a.m. after hours. Always, outside staffed hours, or your own schedule.

To a person Every lead, with a deadline and a reminder. Quotes, emergencies, complaints, unclear or unavailable requests, and anyone who asks for a person.

Booking detail lives on the receptionist page.

The Playbook in the actual owner desk with a synthetic business: who handles a new lead, the first message, and who calls back by when — Actual owner desk, synthetic business. The Playbook, where you pick who handles new leads.

Where it stands

Invite only.: We review each business and switch it on ourselves. Applying turns nothing on.
Your team first.: Every business starts with your team. The receptionist isn’t switched on for any business yet.
Your booking setup.: Apply with the calendar or booking system you use. We confirm the connection before enabling booking.
Phone booking is new.: Booking on a call is checked with sample records, not yet on a real phone call.

Bring every new lead into one desk.

Tell us about your business. Our team reviews every application.

Apply for new leads

Bringing past clients back? See reactivation.