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Omni-channel Sales System: Inbound

Enquiries answered in minutes, calls booked on your calendar

We reply to email, text and web-form enquiries in your voice from facts you approved, and book open slots. Hard cases go to a named person.

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What happens to an enquiry

Inbound

  1. A message arrivesBy email, text, web form or event sign-up. One conversation follows the person across them.
  2. We check what it isA lead, a listing-site notification, an event enquiry or noise. Noise is left alone.
  3. Safety checks run firstOpt-outs, a team member already replying and sensitive topics are checked before anything is written.
  4. The reply is writtenIn your voice, from approved facts, offering open slots inside your opening hours.You approve the first week
  5. The booking is madeIt goes on the right calendar, and your team can read the thread.
  6. Follow-ups run, then stopThey stop when the person replies or one of your people steps in.

An enquiry on a Sunday evening

This is an illustration. It is not from a real client.

Text messageSunday, 9:42 pm
Sam, 9:42 pmHi, can someone look at a leaking tap this week? I can't do mornings.
Your business, 9:44 pmHi Sam, thanks for getting in touch. We can come Thursday at 2:00 pm or Friday at 4:30 pm. Which suits you?
Sam, 9:46 pmThursday at 2 works.
Your business, 9:46 pmBooked for Thursday at 2:00 pm. A confirmation is on its way to your email. Reply here if anything changes.
Complaints, refunds, legal and money questions never get an automatic answer. They go to a named person on your team with the full thread, and the sender gets one short holding message.

Who handles which message

What arrivesWhat happensWho handles it
Quote requestAsks the right questions, offers open slots, books the visit.The assistant
RescheduleFinds a new slot and updates the booking.The assistant
Event or booking enquiryCollects the details and offers dates.The assistant
Complaint or refundOne short holding message. The full thread goes to your team.A named person on your team
Legal, money or injury questionOne short holding message. The full thread goes to your team.A named person on your team
Notification, vendor email or spamLeft alone and labelled.Nobody
A reply of STOPThe opt-out is recorded and nothing more is sent.Automatic

What you approve

You approve the facts file, how the assistant introduces itself and what counts as a hard case.

It stands back if your team has replied or the lead was answered in the last seven days. You are live within two weeks.

Why not a subscription tool?

Replies written in your voice, from facts you approved

A subscription tool

You write the content the assistant draws on and tune the tone yourself.

With us

We draft the facts file from your website and a call, and tune replies with you during the draft-first week.

The facts file, example business

Example Plumbing Ltd., facts

HoursMonday to Friday, 7:30 am to 5 pm. Emergencies go to Dana Ruiz.
Areasthe city and the three towns to the north.
Quotesfree for visits, never given by message.
Never statea price for emergency work.

Hard cases go to the person you choose

A subscription tool

Left to the tool's defaults.

With us

You choose the hard cases. They go to a named person with the full thread, and the sender gets one holding message.

Who gets what
A quote requestThe assistant offers open slots and books the visit.
A refund requestDana Ruiz, with the full thread. The sender gets one holding message.
A message your team answeredThe assistant steps back.
A reply of STOPRecorded. Nothing more is sent.

People you can talk to

A subscription tool

A help centre or a ticket queue.

With us

A chat channel with us on weekdays, and a weekly one-on-one call if you want one.

Support chat, illustration
Support chatThursday, 10:05 am
You, 10:05 amTwo replies went out late this morning. Is something wrong?
Engineered With AI, 10:09 amYes. Our email provider had an outage between 8:40 and 9:20. The replies went out at 9:35 and nothing was lost. We are watching it.
You, 10:11 amThanks. Can we move Friday's call to 3 pm?
Engineered With AI, 10:12 amDone. Friday at 3:00 pm.
Weekday chat, and a weekly one-on-one call if you want one.

A person doing the work

A subscription tool

You buy a CRM and a tool, then do everything else to make them useful.

With us

A person builds your system and keeps it working. You work the leads that arrive and look after your customers.

A typical week behind the scenes, illustration

Example week

Mondaycheck bounce rates and replies for every mailbox.
Tuesdayread replies that need a person and update your facts file.
Wednesdaysend you next week's list to approve.
Thursdayyour weekly call, if you want one.
Fridaythe weekly report goes out.

Price

US dollars. No setup fee. Three-month minimum term, then 30 days' notice.

  • Business Assistant

    $750
    per month

    Your inbound and personal business assistant.

    • Every new lead answered by phone, email, text and web form within minutes
    • Real calendar slots offered and booked
    • Hard cases passed to a named person
    • A daily brief of leads, replies and tasks on Telegram
    • Answers about any customer, and drafts that wait for your yes
    • A weekly report and weekday chat support

  • Inbound and Outbound

    $1,950
    per month

    Everything in the Business Assistant, plus new prospects.

    • Everything in the Business Assistant
    • Domains and mailboxes, matured over about three weeks
    • A scored prospect list that you approve
    • A first email and five follow-ups
    • Every reply read and answered, meetings booked
  • Full system

    Omni-channel Sales and Support System

    $2,450
    per month

    Sales and support on every channel.

    • Everything in Inbound and Outbound
    • Existing customers answered by phone, email, text and web chat
    • A chat assistant on your website
    • Hard support cases passed to your team
    • An optional weekly one-on-one call
Book a Call Compare with a full-time sales hire

Questions

What does the assistant know about my business?

Only what is in the facts file you approve: services, hours, areas and how you handle each enquiry. It never states a price or link missing from the file.

What happens with a hard question?

Complaints, refunds, legal, money and injury questions go to a named person on your team with the full thread. The sender gets one short holding message.

Will it say it is an AI?

By default it says it is an AI, and you can switch that off. We recommend leaving it on, because some states have rules about it.

Which channels does it cover?

Email, text and web forms, plus event sign-ups and calendar booking. We list only what our own engine delivers at go-live.

Related

OutboundHow Outbound finds and writes to new prospectsTogetherThe Omni-channel Sales SystemWorkCase studies

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We will look at how your leads move today and agree a start date.

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