Quick questions, then pick your time.
Two minutes — so the call is useful, not a pitch. First, who are we talking to?
What trade, and where?
So the demo sounds like your shop, not a generic one. Pick every trade that applies.
How many techs on the crew?
Count anyone who'd get a booking — techs and installers, not the office.
Where do your leads come from today?
So we know what we're plugging into.
Tip: press 1–6 to pick.
Who answers your phone now?
No wrong answer. Most shops say "me."
What do you run the shop on?
So we plug into what you already use, not make you switch. Pick all that apply.
Booking & scheduling where jobs get put on the calendar
Texting customers how you send texts today
Customer contacts your CRM, ERP or wherever contacts live
Last thing — how do we reach you?
Your calendar invite goes to your email. We'll only call if something changes.
Almost done. Pick a time that works.
Your details are already filled in. Pick a time and confirm.
Calendar not loading? Open it in a new tab.
One step closer to never picking up the phone again.
Check your email for the invite — we'll see you then.