Qualify the right opportunities.
Understand budget, location, strategy and timing before your team follows up.
A sample workflow, not a customer record or a completed call. Actions shown depend on supported configuration and testing.
What happened.
ExampleA potential investor shares a budget and preferred area. The receptionist captures those details and asks about timing for a human to assess.
What the receptionist
should capture.
Keep the facts separate
from anything still to confirm.
- Intent
- Property investment enquiry
- Available budget
- £60,000, stated by caller
- Area
- Around Manchester
- Strategy
- HMO
Caller identity, contact details and any missing information still need to be confirmed.
What happens next.
Needs attention- Suggested action
- Assess fit against the business’s criteria and arrange a callback.
- Suggested owner
- Property team
- Response time
- Agree the callback time with the caller.
- Outcome
- Pending human review. No action has been completed in this example.
Capturing an enquiry is not a suitability assessment, investment recommendation or promise of returns. Your team makes the decision.
The conversation.
Sample caller request
“I have £60,000 to invest and I’m looking for an HMO around Manchester.”
This is an illustrative line of dialogue. No recording or full transcript is available for this example.