Our Lead Qualifying Service:
Stop Answering, Start Closing.
Our professional receptionists act as your dedicated frontline, using the custom checklists you provide to qualify every caller. You get perfectly detailed intake based on your exact criteria, saving you hours and ensuring you never waste time on a bad lead again.
See Plans & PricingWhat's the True Cost of a Bad Lead?
If you're a busy professional, you know the frustration of new client screening.
Wasted Time
Every minute spent with an unqualified caller is a minute you can't spend on billable work or growing your business.
Missed Opportunities
While you're tied up with a tire-kicker, a perfect, high-value client could be calling—and going to voicemail.
Team Burnout
Tasking your skilled team with answering and filtering calls leads to distraction and drains their valuable energy.
A Front Desk That Pays for Itself
We don't just answer calls. Our client intake specialists generate value.
Capture Every High-Value Lead
Our receptionists are always available, ensuring that when your ideal client calls, a professional is there to represent you and capture their information perfectly.
Slash Your Overhead Costs
Gain the power of a fully trained, US-based in-house receptionist without the significant expense of salary, benefits, training, and equipment.
Reclaim Your Productive Hours
By filtering out unqualified callers, we hand you back hours of your most valuable asset: your time. Focus on what you do best while we handle the lead filtering.
Create a Seamless Client Experience
From the first call, your clients are treated with professionalism and efficiency, setting the stage for a positive relationship. If a caller qualifies, we can even perform a warm transfer or use our appointment scheduling service.
Our Customizable Client Intake Process
We build our process around yours. Start with the basics, then add the custom qualifying modules your business needs.
Core Intake Information
Every call starts with capturing the essentials professionally and accurately.
Add Your Custom Modules
Qualifying Questions
Ask yes/no or multiple-choice questions to vet prospects (e.g., "Is your project budget over $5,000?").
Service-Specific Details
Gather key data points needed for a quote or first meeting (e.g., "What is the service address?").
Urgency Assessment
Determine if the caller's need is an emergency that requires immediate attention.
Source Tracking
Ask callers how they heard about you to track your marketing effectiveness.
Appointment Setting
If a caller is qualified, book them directly into your calendar.
And much more...
Your process is unique. We build our script to match it perfectly.
"Patrick has been pivotal in both my businesses. He is always available and willing to help. The quality of work he produces and in the turnaround time he delivers it in is unmatched. I'm very much looking forward to working with him for years to come."
OT Paralegal Services
Ready to streamline your client intake?
Choose a plan today and let us handle the phones, so you can handle your business.
View Our Volume-Based Plans