Four conversations to start with
The jobs that have been stuck behind headcount and calendars.
Each of these is the same underlying engine, pointed at a different job. The pattern is always the same: a conversation that adapts to the answer in front of it, finishes on the respondent’s own timeline, and hands your team a structured record instead of a transcript to clean up.
Score-ready leads
Qualify a lead in the hour it arrives instead of the week someone is free to call them back.
A lead fills out a short contact form. It sits in a queue until a rep has a free half hour, calls, asks the qualifying questions out loud, and types the answers into the CRM afterward -- if they remember all of them.
The lead has the qualifying conversation the moment they’re ready, on their own screen. Every field your scoring model needs is captured and categorized before your team’s next standup, whether that lead showed up at 2pm or 2am.
- Budget range
- Timeline
- Decision-maker status
- Current tooling
- Stated pain point
Client intake
Collect the specific details your team needs to actually serve someone, before the first call.
A new client books a slot on a calendar days out, then spends the first ten minutes of the call answering questions that could have been asked in advance -- while the clock they’re paying for is already running.
The client answers those questions on their own time, in a conversation that follows up when something is vague instead of accepting a half-answer. Your team opens the file already knowing the specifics, and the first call starts on the actual work.
- Reason for engagement
- Prior history
- Constraints and preferences
- Contact and logistics
Quote-ready briefs
Walk a prospect through the variables that change the price, and hand your team a complete brief.
A prospect asks "how much would this cost," and the honest answer is "it depends" -- so someone has to get them on the phone to find out what it depends on before a number can go out.
The conversation asks the variables that actually move the price, on the prospect’s timeline, and hands your team a complete brief -- not a quote, everything needed to write one correctly the first time.
- Scope and quantities
- Site or delivery conditions
- Timeline
- Budget expectations
Customer feedback
Get the reason behind the rating, in the customer’s own words, instead of three stars and no explanation.
A star-rating survey tells you something dropped, but not what, so a low score turns into a guessing game or gets ignored because nobody has time to chase it down.
A three-star answer gets a follow-up asking what would have made it four or five -- in the moment, while the experience is still fresh -- so the record you keep explains the number instead of just reporting it.
- What went well
- What fell short
- Likelihood to recommend
- Requested follow-up
Have a fifth conversation in mind? The engine isn’t limited to these four.
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