What callers and customers hear and see.
Your business name.
The towns or region you serve.
Your Google review link. Required before the review workflow is used.
Team alerts and customer emails.
- 1Select an email sender
On the team alerts and the follow-up emails.
- 2Confirm the support address
New leads and messages go to your account's support email.
Follow-ups that get answered.
- 1Connect an SMS number
On the texts in Why Client Passed and Google Reviews, with text registration complete.
- 2Check the sending hours
Texts go out on weekdays between 9 and 5; change the hours and time zone on each text step.
Send each new lead to your own system.
- 1Replace [CRM Webhook URL]
On the Submit Customer Information step, or leave it: a failed post never stops the call.
Let Amy answer common questions.
- 1Add approved information
Services, service area and how estimates work. Never add prices or timelines you have not approved.
Where calls arrive.
- 1Assign the agent to your business line
Calls to that number start the receptionist.
Prove it with a synthetic customer, then go live.
Text version of this diagram
Install the snapshot, set the business name, service area and review link, connect an email sender and confirm the team support address, connect an SMS number for the follow-up texts, optionally point the CRM webhook at your own system, add approved business information to a knowledge base, assign the agent to your business line, run the acceptance calls and move a test lead to Pass and to Completed, then activate.
Removal types explained; intake completed; team email with every answer.
Treated as a pool lead; nothing promised about price or timeline.
Intake completed; team email.
The zip code is not asked again.
Name and message taken; team email.
Welcomed back; message taken for the project team.
Asked to spell it and confirm it.
Text the next day; reply logged and the team emailed, or an email if no reply.
Review link by text the next day, or by email if no reply.