A straightforward onboarding process
We do not drop a tool on you and disappear. We understand your enquiry process, set it up properly with you, and keep improving it.
Understand your business
We learn how enquiries reach you today, where they slip through, and what good looks like for you.
Agree services & success measures
We agree the services, workflows and the practical measures we will use to know it is working.
Configure information & integrations
We set up approved business information, calendars and the integrations you choose to connect.
Test realistic scenarios
We run realistic customer scenarios with you, from a first enquiry through to a booked appointment.
Launch, monitor & improve
We go live, keep an eye on what the numbers show, and keep optimising as your business changes.
A little information goes a long way
To set this up well, we need the approved information callers and visitors should receive, the calendars you want to connect, and the rules for routing and follow-up.
- Your approved business information and FAQs
- Which calendars and booking rules to connect
- The channels you use and the consent you hold
- Agreed rules for routing calls and following up
Ready to start?
Book a free demo and we will begin with step one — understanding your business.