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Rebuilding inquiry intake for a multi-branch service business
Inquiries arrived across five channels and three branches with no shared intake process, and calls were regularly missed during working hours.
Outcome: A single intake operation with defined ownership at every step. Outcome measures are agreed with the client and reported monthly.
Approach
- Mapped every intake path and measured response times as a baseline
- Deployed a lead response agent across web, phone and messaging
- Connected intake directly to the CRM and dispatch calendar
- Added a trained qualification and booking team behind the agent
