ClientConcierge™

Never Miss Another Customer.

Whether someone calls during business hours, after hours, or while your team is busy serving another customer, ClientConcierge™ ensures every inquiry receives prompt, professional attention.

Answer questions. Schedule appointments. Capture opportunities. Create a better customer experience—without adding more work to your day.

✓ Never miss another inquiry
✓ Book appointments 24/7
✓ Answer customer questions instantly
✓ Keep your team in the loop

▶ Watch the 5-Minute Demo Calculate Lost Revenue

Built for HVAC, plumbing, landscaping, electrical, roofing, cleaning, and other local service businesses.

9:41

ClientConcierge

Hi! Thank you for calling ABC Heating. How may I help you today?

Customer

I’d like to schedule an estimate.

ClientConcierge

Absolutely. What day works best for you?

Thursday afternoon.

✓

Appointment Confirmed Thursday at 2:00 PM

+ Lead Captured Customer record created

✓ Team Notified Summary delivered instantly

☎ Call Answered Immediate professional response

✓ Opportunity Captured Customer moved to the next step

When Customers Can't Reach You

Customers Don’t Always Wait for a Callback.

When someone contacts your business, they are often ready to ask a question, request an estimate, or schedule service.

If they cannot get timely assistance, they may move on to the next available provider. ClientConcierge™ helps ensure each inquiry receives a professional first response—even when your team is unavailable.

Immediate Customers receive a prompt first response.

24/7 Inquiries can be supported beyond business hours.

1 Call Can become a valuable long-term customer relationship.

Every Lead Can be captured and moved toward a clear next step.

01

Calls Go Unanswered

Your team may be serving customers, driving between appointments, handling another call, or unavailable after hours.

02

Questions Delay Decisions

Customers often need basic information about services, availability, service areas, or next steps before choosing a provider.

03

Scheduling Creates Friction

Voicemail, callbacks, and back-and-forth messages create extra steps between customer interest and a confirmed appointment.

04

Opportunities Slip Away

Without a consistent intake and handoff process, inquiries may be delayed, forgotten, or recorded without enough information.

The Real Cost of Being Unavailable

The issue is not always a lack of demand. Sometimes the business simply was not available when the customer was ready to move forward.

Meet Your New Concierge

A Helpful First Response— Every Time.

ClientConcierge™ provides immediate, professional assistance based on your approved business information, scheduling rules, service options, and escalation instructions.

Customers receive clear answers and an easy next step, while your team receives the information needed to continue the relationship without starting from scratch.

EVA

Meet EVA

Your ClientConcierge™

EVA represents the concierge experience customers interact with across calls and digital conversations.

✓ Uses your approved business information
✓ Follows your service and scheduling rules
✓ Escalates conversations when human support is needed
✓ Creates a consistent customer experience

Live Customer Experience

From Incoming Call to Confirmed Next Step

Active

01

Incoming Call 2:14 PM

EVA

Thank you for calling ABC Heating. How may I help you today?

02

Customer Need Identified

Customer

My air conditioning stopped working. I need someone to take a look.

EVA

I can help with that. Is the property located within our service area?

03

Lead Qualified

Service Needed AC Repair

Service Area Confirmed

Urgency Same Week

Contact Info Captured

04

Appointment Scheduled

✓

Thursday at 2:00 PM Estimate appointment confirmed

05

Team Handoff Complete

✓ Customer record created

✓ Appointment added to calendar

✓ Conversation summary delivered

✓ Team member notified

01

Help Customers

Answer Questions and Provide Immediate Assistance

Give customers clear, approved information without requiring a team member to stop what they are doing.

✓ Answer approved frequently asked questions
✓ Share business hours and contact information
✓ Confirm service areas and availability
✓ Explain services and basic next steps
✓ Provide after-hours assistance

02

Capture Opportunities

Collect the Information Your Team Needs

Turn an initial inquiry into a complete, organized customer record instead of a vague voicemail or incomplete note.

✓ Capture names, phone numbers, and email addresses
✓ Record service needs and customer concerns
✓ Ask approved qualification questions
✓ Create or update contact records
✓ Identify urgent or high-priority inquiries

03

Move Customers Forward

Schedule, Route, and Confirm the Next Step

Reduce unnecessary back-and-forth by helping qualified customers move directly toward the appropriate next action.

✓ Schedule appointments and estimates
✓ Confirm appointment details
✓ Route calls based on customer needs
✓ Transfer conversations to a team member
✓ Escalate urgent requests when required

04

Keep Your Team Informed

Create a Clear Handoff for Follow-Up

Give your team visibility into what happened, what the customer needs, and what action should happen next.

✓ Send conversation and call summaries
✓ Notify the appropriate team member
✓ Add information to ClientFlow
✓ Create follow-up tasks
✓ Preserve the customer interaction history

Human Support When It Matters

ClientConcierge™ Knows When to Hand the Conversation Over.

You define the situations that require a transfer, escalation, callback, or direct team involvement so the experience remains aligned with your business.

See What Happens Behind the Scenes

01

A Professional Greeting

The customer receives a consistent welcome that reflects your business and sets the right tone from the beginning.

02

Immediate Assistance

They receive timely help without waiting for a callback or wondering whether anyone received their inquiry.

03

Helpful Answers

Common questions are answered using the approved information, services, policies, and instructions you provide.

04

Easy Appointment Booking

Qualified customers can move directly from interest to a confirmed appointment or next step.

05

A Clear Next Step

The customer knows what happens next, when it will happen, and what information has been captured.

01

A New Contact Record

Customer details are captured and organized so the opportunity is not buried in voicemail, text messages, or handwritten notes.

02

Qualified Lead Information

Your team sees what the customer needs, where they are located, their urgency, and whether they meet your qualification criteria.

03

A Conversation Summary

Key details from the interaction are summarized so the next team member understands what happened without repeating the intake.

04

A Calendar Appointment

The appointment is added based on your approved availability, scheduling rules, service type, and assigned team.

05

A Notification or Follow-Up Task

The appropriate person is informed when a callback, transfer, estimate, escalation, or other human action is required.

The ClientConcierge™ Handoff

One Conversation. One Organized Process.

Customer interactions move through a defined workflow instead of depending on memory, manual notes, or disconnected communication.

01

Inquiry Received

A customer calls, chats, or requests help.

02

Need Identified

Approved questions determine how the customer should be helped.

03

Lead Qualified

Customer details, urgency, and service fit are captured.

04

Next Step Completed

The appointment, transfer, callback, or escalation is initiated.

05

Team Updated

The customer record, summary, and required action reach your team.

The ClientConcierge™ Difference

The Customer Gets Help. Your Team Gets Context.

ClientConcierge™ creates an organized handoff between the first customer interaction and the person responsible for delivering the next step.

WHO WE HELP

Built for Service Businesses.

Our systems are designed for businesses that depend on phone calls, estimates, appointments, and outstanding customer service to grow.

❄️