Growth add-on
Give every first-time caller a consistent start, every time
A new customer's first call sets the tone for the whole relationship. This add-on configures the assistant to recognize a first-time caller, ask the questions your team actually needs answered, and book an initial consultation instead of just taking a name and number.
What gets confirmed before this goes live
Intake questions
What information your team needs from a new client before the first appointment.
Qualification rules
Whether every caller is a fit, or some should be routed to staff instead.
Consultation booking
How the initial appointment gets scheduled and confirmed.
Existing client detection
How returning callers are told apart from new ones.
Follow-up
What confirmation or reminder the new client receives.
Handoff
What your team sees before that first appointment happens.
What Switchboard-IQ manages
- Intake question flow in your own wording
- New-versus-returning caller logic
- Consultation booking and confirmation
- Testing before launch
How many new callers convert to booked consultations depends on demand, pricing, service area, and the caller's own intent. Switchboard-IQ does not guarantee lead volume, conversion rate, or revenue.
Add this to your call flow
Setup is $49 per month on top of the base plan. Tell us what you need to know from a new client.