Lead qualification
Captures goals and sector before booking, so the right specialist takes the call.
The AI receptionist that grew into the whole job.
A receptionist built for a marketing agency's phone.
A marketing agency loses the prospective client ringing mid-pitch-deck who can't get through to book a call, the enquiry that needs a sector specialist but reaches whoever happened to pick up, and the retainer lead that goes cold because nobody captured the brief properly.
What it sounds like on the phone.
Hi, we're looking for a new marketing agency, can we chat to someone?
Of course. Can I ask roughly what you're hoping to achieve, more leads, more brand awareness, or something else, so I can get you booked with the right person for a discovery call?
What would something like a full rebrand cost us, roughly?
That's really a discovery call question, it depends on scope. I'll get one booked so the team can understand what you need and put together a proper proposal.
What we book.
The calls a marketing agency actually takes, from a first discovery call to a retainer kick-off.
- Discovery call (30 min)
- Proposal presentation meeting (45 min)
- Retainer kick-off call (30 min)
- Case study review call (20 min)
What it actually does for this trade.
Discovery call booking
Books proper time to scope a brief, rather than guessing scope on the first call.
Retainer vs. project routing
Separates ongoing retainer enquiries from one-off project work.
Case study routing
Points prospective clients to relevant case studies for their sector.
Frequently asked questions.
Will it quote a fee or retainer figure on the call?
No, it captures the brief and books a discovery call, since a real figure depends on scope that only a proper conversation can establish.
Can it route enquiries to the right specialist?
Yes, it asks about sector and goals upfront, so the discovery call goes to someone with relevant experience rather than whoever's free.
What if someone's comparing several agencies?
It's happy to book a no-pressure discovery call and share relevant case studies, without pushing for a commitment on the first call.
Other lead qualification businesses on team.help.
Turn every enquiry into a properly scoped discovery call.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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