Six steps from a missed call
to a booked job.
Setup takes 5–7 days. You don't change your number, your CRM, or your calendar.
- 01Calls forward to Dana
You keep your number. We add a forward so anything you don't pick up rings through to Dana or send 100% of calls if you'd rather never touch the phone again.
- 02She answers like she works there
Dana picks up under two rings, greets the caller with your business name, and runs through a script tuned to your trade.
- 03She qualifies and triages
Emergency? Big estimate? Tire-kicker? Dana asks the right questions, captures the details, and prioritizes the call accordingly.
- 04She books the job
Dana checks your live calendar, offers windows, confirms with the customer, and drops the appointment straight onto your schedule.
- 05You get the handoff
A text and email summary lands the moment the call ends caller, address, job type, urgency, transcript. You walk in already up to speed.
- 06She follows up
On Growth and above, Dana texts no-shows, requests reviews after the job, and runs reactivation on cold customers.