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What to ask before you hand your front office to anyone

Checklist2 min read

Questions for any person, agency or software company that will answer, call or text your leads.

Your name is on every message

Whoever answers your inquiries speaks for your business. Before you hand that off, ask how they will protect it. These questions work for a staffing firm, a call center, a freelancer, or an AI service.

The questions

Speed and coverage

  • How fast is the first reply, at night and on weekends? How do you prove it?
  • Which channels do you cover: calls, email, text, chat?
  • How many times do you follow up, and when do you stop?

Control

  • Who writes what you say, and do I approve it before it goes live?
  • What happens when someone asks something you have no answer for?
  • Can I change the rules or pause everything quickly?

Honesty

  • Is it a person or an AI, and do you tell people if they ask?
  • Do you ever pretend to be one of my employees?
  • Do you make promises, quote prices or negotiate for me?

Proof

  • Can I hear or read every conversation?
  • Where do the notes, recordings and outcomes go?
  • How will I know, week by week, what it is doing?

Rules and risk

  • How do you handle consent for calls and texts, and people who ask you to stop?
  • What data do you keep, for how long, and who can see it?
  • What happens if you make a mistake in my name?
  • How do I leave, and what do I get back?

Red flags

Be careful if you hear

  • 'We guarantee results.' No one controls what your buyers decide
  • 'Trust us, you don't need to see the calls'
  • Talk about closing or selling for you, when you wanted help with replies and follow-up
  • Long contracts before you have seen a single test conversation
  • Vague answers about consent and opt-outs

Our answers

We answer within a minute, day or night, by call, email, text and site chat, and follow up until the person books or says no. You approve every word before anything goes live. Our agents are AI and say so when asked. They never sell. Every conversation is saved to your CRM. Setup takes about 7 business days.

If you want to see how your own team does today first, ask for the free Lead Response Test.

Meet your front office before it goes live.

Book a call. Nothing goes live until you approve it.