Turn every call into a qualified consultation.
Votel built an intake assistant for coaching and business-education programs: qualify prospects, answer approved questions, book consultations and escalate to a senior advisor. In the source, the booking step had no calendar, the lead email went to the caller, and neither lead capture nor escalation existed. The corrected version keeps every promised feature and makes each one work.
Open the level of detail you need.
Original audit
Source v1 inventory, the workflow and the findings, unchanged.
Open audit →02Remediation
Each feature, what was broken, what changed and how it was checked.
View corrections →03Final audit
Rebuilt inventory, test results and the launch decision.
Open final audit →04Snapshot guide
What the finished snapshot does, what it installs and how to check it.
Open guide →05Owner setup center
Consultation, advisor line, email, knowledge and acceptance calls.
Start setup →Every caller is qualified, booked or handed to a person.
Seven answers saved to the contact and the activity log.
Growth Consultation booking type with confirmation and reminders.
Leads, bookings and support requests emailed to the team.
Advisor transfer with a message fallback.
All five paths completed at 96 to 98; behavior 17 of 17 after one fix.