Intake Support

More qualified leads captured, documented, and followed up.

A focused intake support page for firms that need better lead response without more internal hiring.

Intake Support
Fastresponse
Clearqualification
CRMcomplete

What You Get

Managed execution, not another tool to babysit.

This service can stand alone or plug into a larger Telamanis team.

Included support

  • Lead screening and call-back workflows
  • Intake forms and CRM field completion
  • Follow-up tasks for unsigned qualified leads

Workflow

01
Define lead criteriaOwned by supervised remote staff with human + AI QA, auditing, and escalation.
02
Train scriptsOwned by supervised remote staff with human + AI QA, auditing, and escalation.
03
Capture and scoreOwned by supervised remote staff with human + AI QA, auditing, and escalation.
04
Follow up until signed or closedOwned 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.

Get Free Analysis
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