Offices fed up with their current IT provider
Offices shop for a new IT provider the day after their old one let them down. The prospect who calls you that afternoon is answered, heard out, and booked for an assessment before they dial the next name on the list.
A business that isn't a client calls about IT support.
Learns their size, setup and what went wrong, books the assessment.
A qualified prospect in the CRM and an assessment on the account manager's calendar.
How it works
- Spots a new caller
A company not on the client list is treated as a prospect, not a ticket, and greeted that way.
- Hears what went wrong
Slow responses, a server that died, a ransomware scare, a provider who retired. In the caller's own words, without interrupting.
- Learns the setup
How many staff and computers, one office or several, Microsoft 365 or Google, on-site server or cloud, and any line-of-business software.
- Asks about timing
When the current contract ends and whether anything is broken right now. Something down today goes to your on-call engineer.
- Books the assessment
An on-site or remote walk-through with the account manager, two real times, and a text confirmation.
- Writes the lead
The prospect, seat count, current provider, contract end and the pain they named, ready for the account manager.
Example call
- AI agentThanks for calling Northern Circuit IT, this is Emma. How can I help?
- CustomerHi, I run a small accounting office in Sudbury. Our IT guy takes two days to call back and we're done with it.
- AI agentI'm sorry, that's a hard way to work, especially in tax season. How many people and computers do you have?
- CustomerTwelve people, fourteen computers, and an old server in the closet.
- AI agentGot it. Is anything down right now, or is it more the waiting?
- CustomerJust the waiting. And the server makes a noise I don't like.
- AI agentLet's get Mike out to look at the whole setup, server included. He has Tuesday at 10 or Thursday at 2, in your office. ... Tuesday at 10. I'll text you the confirmation.
After the call: Mike has an on-site assessment Tuesday at 10 for a 12-person accounting office, 14 computers, an aging on-site server and "current provider takes two days to call back". He brings a drive health check for the server.
What your team gets
- Prospects kept apart from support tickets
- Seat count, setup and current provider noted on the lead
- Assessments booked on the account manager's calendar
- Urgent problems from prospects sent to on-call
- Every prospect call recorded and summarized
Questions
Will it quote our monthly price?
No. It books the assessment. Pricing comes from the account manager once they've seen the setup.
What if the prospect has something broken today?
It follows your rules: many shops send it to on-call as paid emergency work, and she says so clearly.
Does it talk about the other provider?
Never badly. It listens and notes what went wrong.
Hear it on your phone
Request a demo call and the agent phones you, set up for IT support like yours.