Qualified, then handed off cleanly.
Inquiry → qualification → consultation request or specialist callback → owner brief. When a question falls outside what the agent knows, it says so and routes to a person.
Run a guided callCapture the request, surface what matters, and move the work forward.
Thanks for calling Harbor IT Services. What's your name?
Jordan Pike — I manage the office for a dental group.
Which service are you interested in?
A managed support plan. We're opening a second clinic and nobody here handles IT.
I have Thursday 10:00 AM CT for a 30-minute consultation request. Would that work?
Thanks for calling Harbor IT Services. What's your name?
Jordan Pike — I manage the office for a dental group.
Which service are you interested in?
A managed support plan. We're opening a second clinic and nobody here handles IT.
I have Thursday 10:00 AM CT for a 30-minute consultation request. Would that work?
Confirm Thursday's consultation and send the office-setup questionnaire.
Sam Whitaker
Consult requested
Practice name and current systems not captured.
Inquiry → qualification → consultation request or specialist callback → owner brief. When a question falls outside what the agent knows, it says so and routes to a person.
Run a guided callPaste a transcript or a quick note. Missing owners are marked “Not specified,” never guessed.
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