For those unfamiliar with the term, new customer intake is the procedure in which a receptionist gathers information from a first-time caller to a business. The receptionist executes the process by asking the caller a series of predetermined questions.
Ring Savvy is not just the best phone answering service on the market today, but the best answering service for capturing new leads. This is largely because of the rigorous New Customer Intake training we put our virtual receptionist team members through. By the time one of our receptionists performs a customer intake on behalf of a business like yours, they will have already completed the procedure hundreds of times before.
If your business is devoting time and money to marketing and advertising campaigns, you need to make sure your efforts aren’t being wasted by sloppy lead capturing. The best way to ensure that the new leads generated by your advertising actually turn into paying customers is by investing in a high quality New Customer Intake service like Ring Savvy’s. For just a small additional cost, our highly trained receptionist team, can start capturing new leads on behalf of your company.
How Do We Perform New Customer Intake?
When a member of our virtual receptionist team answers one of your incoming calls, they will begin by finding out if the caller is reaching out to your business for the first time. If it is their first time calling you, and you are unavailable to speak with the caller yourself, our receptionist will begin taking the caller through the New Customer Intake process.
Our intake process begins with our receptionist gathering your caller’s personal information. This will include:
- Their full name
- The best phone number to reach them at
- Their home address
- Their email address
After all personal information is gathered, our receptionists will move on to collecting information about the caller’s reason for contacting your business. They will accomplish this by asking specific questions, which you’ll be able to customize when setting up your account with Ring Savvy.
Here are a few examples of questions we can ask on behalf of different businesses:
For plumbing companies we can ask: “Are you reaching out today for help with an installation or repair?”
For pet grooming companies we can ask: “What breed of dog are you looking to make an appointment for?”
For real estate companies we can ask: “Are you looking to buy or sell property?”