Kickoff intake

About 15 minutes. These answers set up your receptionist, booking, urgent-call rules and phone forwarding. Anything you're unsure about, leave blank and we'll cover it on the kickoff call. Please don't enter passwords, carrier PINs, account numbers or payment details here. We collect those separately.

1. Your business

Business name callers hear *

Trade / industry *

Owner name *

Owner email *

Main business phone

License number (said only if a caller asks)

Website

Website plan

Google review link

Time zone

2. Services and service area Services you offer * one per line Jobs you DON'T do one per line; we'll decline them politely Who to refer those to (optional)

Service area, as you'd say it *

Caller outside your area?

Cities comma separated ZIP codes comma separated, optional but best

3. Hours

Times like 8:00 AM. Tick "Closed" for days off. The receptionist answers 24/7 either way.

Holidays you're closed comma separated

After-hours callers

4. Pricing rules We offer free estimates Visit / diagnostic fee to mention (leave blank if none) Prices the receptionist MAY say one per line, exact wording Never quote these one per line

Financing line (optional)

Insurance claim line (optional)

5. Urgent calls What counts as urgent for you? * one per line

Transfer urgent calls to *

Whose phone is that?

When can we transfer to you?

Backup number (if you don't answer)

6. Booking

Should callers book times?

Where's your calendar?

What gets booked

Calendar account email

Minimum notice (hours)

Book up to how many days out?

7. Phone line

Your number

Existing business number

Phone company

Line type

Forward calls

Ring how long before forwarding (seconds)

This number is on my Google Business Profile I want customers texted (appointment confirmations, review requests). Needs carrier registration, about 1–3 weeks.

8. Lead alerts

Cell for instant lead texts *

Email for lead alerts

Quiet hours (optional) I agree to receive lead-alert text messages from CallsHandled about calls to my business at this number. Message frequency varies; message and data rates may apply. Reply STOP to opt out or HELP for help. See our Privacy Policy and Terms. *

9. Common questions and anything else Questions callers ask and your answers one per line, as: question | answer Languages your callers speak

English Spanish Haitian Creole Portuguese

Anything else the receptionist should know