Example Workflow

Moving Company Call Support

A customer requesting moving quotes contacts four companies within ten minutes. Whoever answers first and sounds organised usually wins — and during peak season that is rarely whoever is available to pick up.

Illustrative Workflow — Not a Client Case Study

This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.

Typical workflow

How this normally runs

  • Enquiry arrivesCall, form or lead from marketing.
  • Agent captures the moveAddresses, dates, property size, access and special requirements.
  • QualifiesTimeline, decision-maker and whether the job fits the service area.
  • Books the surveyInto the surveyor calendar for the region.
  • Follows upChasing the quote once it has been issued.
Responsibilities

Who does what

Agent responsibilities

  • Answer every enquiry in the business name
  • Capture complete, accurate move details
  • Book surveys into the correct regional calendar
  • Chase issued quotes on a defined cadence
  • Escalate anything outside standard service area or scope

Client responsibilities

  • Keep surveyor calendars accurate by region
  • Approve pricing guidance agents may reference
  • Plan peak-season (typically summer) capacity in advance
  • Confirm insurance and liability wording for the script

Suggested starting crew

2 agents handling enquiries and survey booking, with peak-season overflow trained ahead of the summer rush.

Illustrative daily volume

15–40 enquiries/day, rising sharply through the summer peak.

Tools

CRM, Scheduling calendar

Possible KPIs

Speed to answer, Survey booking rate, Quote follow-up completion, Booking conversion

Escalation flow

Liability, insurance-cover and timeline-guarantee questions route to client staff rather than being answered from the script alone.

Pricing starting point

$5.99/hr per agent, appointment setting

Minimum 2 agents. Telecom billed separately for any campaign involving calling.

See if this fits your business

Every real engagement is scoped from your actual volume, not a workflow template.