Included support
- New lead capture, qualification, and conflict intake support
- Scripted PI questionnaires with escalation rules
- CRM notes, tasks, and follow-up sequences kept current
Case Intake
Never let a viable PI lead sit unanswered.
Our intake teams qualify, document, route, and follow up with leads using your criteria and your CRM.
24/7coverage options
CRMupdated live
Fastlead response
What You Get
Managed execution, not another tool to babysit.
This service can stand alone or plug into a larger Telamanis team.
Workflow
01
Map intake criteriaOwned by supervised remote staff with human + AI QA, auditing, and escalation.
02
Build scripts and fieldsOwned by supervised remote staff with human + AI QA, auditing, and escalation.
03
Route qualified leadsOwned by supervised remote staff with human + AI QA, auditing, and escalation.
04
Report lead quality trendsOwned by supervised remote staff with human + AI QA, auditing, and escalation.
Want this workflow off your team's plate?
Request a free analysis and we will map the best staffing path for your firm.
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