Intended outcome
Qualified appointment request. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Services
- Preparation checklist
- Deadlines
- Client portal guidance
Business decisions to configure
- List services and filing periods
- Add document preparation checklist
- Define deadline escalation
Conversation starting point
Caller: I need help filing a return for my small business.
Aholler: I can arrange an intake appointment. Is this for a new business or an existing client, and what filing deadline are you working toward?