HOW TO PREPARE

How to
get started.

Start with the questions your customers usually ask and who should answer them. The contact box is styled to match your website, and you choose which colleagues receive calls.

PLAN HOW CUSTOMERS WILL REACH YOU
✳

Four things
to prepare.

01Choose calls, chat or booking✓
02Match your colours and fonts✓
03Choose who receives calls✓
04Try it before you start↗
Clear information for the people who answer
FOUR PARTS TO PREPARE

What you need
to decide.

01
CUSTOMER QUESTIONS

Which questions do you want to receive?

Write down what your customers usually ask. Do you want to help them choose a service, request a quote or book a call? This helps you choose the features you need.

What the customer needs help with
02
COLOURS, FONTS AND WORDING

How should it look on your website?

The contact box uses your website's colours and fonts. Adapt the greeting so visitors understand what you can help with. If you use chat, also choose which questions it should answer.

The same style as your website
03
COLLEAGUES AND OPENING HOURS

Who should receive calls?

Add or remove colleagues in the settings. Choose whether phones ring together, with the first person to answer taking the call, or one at a time in an order you set. Also set the times when you can answer.

You choose who receives the call
04
CHECK BEFORE LAUNCH

Does it work for your customers and for you?

Discuss how to add Leadphone with the person who manages your website. Then try requesting a call, asking a question and booking a time. Check that the right person receives the enquiry. Test on both mobile and desktop.

Tested before customers start using it
CHECKLIST BEFORE YOU START

What have you
already prepared?

Tick the items you have already decided on. You can then see what is left to prepare.

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TALK TO US ABOUT LEADPHONE

We help you get started.

Tell us how you handle customer questions today. We will discuss how Leadphone could work for your business.

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