Frequently asked questions
Frequently asked questions
Straight answers about how we work.
No. We help you get more from the enquiries you already receive. reply faster, follow up properly, and book more appointments.
Usually not. We work with the tools you already have and improve how enquiries are handled, followed up, and recorded.
Yes. We support your team rather than replace them. automatic steps handle the quick replies; your people handle the conversations that matter.
Yes. Many projects start by fixing broken follow-up, incomplete records, and gaps between tools. building on what you already have.
Yes, when it is allowed. We check consent and your list first, then carefully get back in touch with quiet contacts.
Yes. we use the channels that fit your customers and your tools, such as email, text, phone, or chat.
Always. If someone needs a person, asks something unusual, or the situation is sensitive, they are passed to your team.
We work with you to define fit, urgency, value, and risk criteria for your services and territories. Questions, scoring, and routing rules are tailored to your sales process and reviewed with your team before launch.
Uncertain cases route to a manual review queue or assigned owner rather than being auto-rejected or ignored. The goal is to support judgement, not replace it with brittle rules.
Yes. Client-approved templates and scripts are standard for customer-facing communication. We provide drafts for review and do not send live messages without agreed sign-off unless you instruct otherwise.
We configure frequency caps, stop rules on reply, opt-out handling, and suppression lists. Sequences are designed to be persistent but respectful, with clear escalation and pause logic.
Yes. Enquiries can be assigned by area, product, availability, workload, or existing ownership, and the right person is notified.
Yes. Location-based routing, branch reporting, and central oversight are common requirements for multi-site operators. Rules are configured to match your organisational structure.
Yes. Postcode, region, and territory rules can drive assignment, calendar availability, and reporting. Fallback logic applies when territories overlap or data is incomplete.
Often yes. We review your tools during discovery and connect them where it is practical and reliable.
We agree simple measures with you. such as reply time, contact rate, bookings, follow-up completion, and results by source. using the tools you already use.
Yes. Many clients combine initial implementation with ongoing monitoring, optimisation, and support. Scope depends on internal capacity and how much you want managed externally.
Yes. Many businesses start with faster replies or missed-call follow-up, then add stay-in-touch messages and reporting later.
It depends on what needs setting up and how quickly decisions are made. A focused change can launch in weeks; a wider setup takes longer. We give a realistic timeline after we talk through your situation.
We quote after a free chat, based on how many enquiries you get and what needs setting up. not a one-size-fits-all package.
We typically review lead sources, current tools, team structure, volumes, main pain points, and goals. The conversion audit form captures this systematically so discovery is efficient.
Out-of-hours replies set clear expectations, capture key details, and make sure your team follows up when they return. by phone, text, or email as needed.
Voice automation suits structured tasks such as initial qualification, callbacks, confirmations, and simple FAQs. Complex, sensitive, or high-value conversations should transfer to a person with transparent handoff.
A qualified appointment meets your agreed fit, urgency, and readiness criteria before calendar time is reserved. Booking without qualification often increases no-shows and wasted sales time.
Yes, when source details are recorded properly. We help you see which enquiries turned into conversations, bookings, and sales. not just how many came in.
We minimise data collection, respect consent, and configure retention aligned to your policies. Data processing terms and jurisdiction-specific requirements must be confirmed with legal review before production use.
A structured review of how enquiries enter your business, how they are contacted, qualified, followed up, and recorded. Warm My Leads identifies leakage points and prioritised improvements before build work begins.