01 · The problem
What problem does it solve?
A clinic, a property developer or a lender has two people on the phones. Calls after 7 pm go unanswered, new leads from ads wait until the next day for a call back, and payment reminders are made only when someone finds the time.
The callers spend most of their day on the same few conversations — booking, rescheduling, qualifying, reminding — while the calls that need a person wait in the same queue.
Missed calls
After-hours callers go to whoever answers first.
Slow lead calls
A lead called the next day has often bought elsewhere.
Reminders that slip
Payment and appointment reminders depend on free time.
No call notes
What was agreed lives in someone’s memory.