What you share.
Your offer
Services, pricing guidance and the customers you can help.
Your questions
Needs, budget, timing and the details that qualify a lead.
Your availability
Transfer contacts, callback windows and sales calendars.
WHAT WE DO / SALES CALLS & QUALIFICATION
First impressions. Lasting opportunities.
A useful first conversation for every new enquiry. We capture the need, qualify the opportunity and arrange the next step with your sales team.
Talk about your needsWHAT WE HANDLE
Ready for the
next conversation.
01Inbound sales enquiries
Welcome callers in your business name, explain your offer using approved information and find out what brought them to you.
02Outbound calls to new leads
Return enquiries using the contact details, timing and callback instructions agreed with your team.
03Need, budget and timing questions
Ask about the problem they want to solve, their budget and their timescale. Record the answers so your team can prioritise the next step.
04Promising leads connected to your team
Follow your transfer rules or arrange a callback when a salesperson is unavailable. Pass along the reason for the enquiry and the questions already answered.
05Lead details added to your CRM
Capture contact details, qualification notes and the agreed next action. We confirm your CRM connection and field requirements during setup.
CLEAR FROM THE START
Your brief.
Our daily work.
Agree the essentials once. Get the context your team needs after every conversation.
What you receive.
Enquiry context
What prompted the call and what the prospect needs.
Qualification notes
Their answers, priorities and questions still to resolve.
An agreed action
A transfer, consultation or callback for your sales team.
ONE CONVERSATION. A CLEAR NEXT STEP.
An enquiry. Ready for your team.
“We’re opening another location. Can you help?”
Ask about the new location, service requirements, decision timeline and the people involved in the decision. Explain the approved offer.
Team unavailable
“Could I speak with someone about a quote?”
Collect the project details and best callback time. Follow your availability rules and make clear that your team will provide the tailored quote.
Callback requested · Quote details capturedNot the right fit
“Do you cover a service outside your area?”
Check your service boundaries, explain the available options and capture any question that needs confirmation.
Enquiry recorded · Scope explainedQualified enquiry
- Interested in
- Support for a second location
- Timing
- Opening next quarter
- Next step
- Arrange a sales consultation
Sample data · Your guide defines the workflow.
GOOD QUESTIONS. CLEAR ANSWERS.
A little more clarity.
Have something more specific in mind?
Talk it through with usCan you use our own qualification questions?
Yes. We agree the questions and the information you need before calls begin. You decide what makes a lead relevant; we capture the answers and follow your handoff rules.
What if my sales team cannot take the call?
We take a message or arrange a callback according to your instructions. Your team receives the context, contact details and preferred time rather than just a missed-call notification.
Do you give quotes or negotiate on our behalf?
We work from the information you approve. Bespoke quotes, discounts and commitments that need your team’s judgment are passed back to you.
Can you follow up on website enquiries?
Discuss your enquiry source, contact permissions and expected callback timing with us. We agree how leads reach the service and what should happen after each attempt.
MORE WAYS WE HELP
One team.
Every conversation.
