Lead Capture + Intake

Most businesses don’t lose leads because they missed the call—they lose leads because the call was messy. No details, no context, no next step… just a voicemail or a half-note that nobody follows up on.

Lead Capture + Intake fixes that by turning every inbound call into a structured, qualified lead your team can act on immediately.

What this does #

HeyEthan.ai can:

  • Ask qualifying questions you choose (fast, simple, not robotic)
  • Capture structured details (not just a transcript)
  • Tag urgency based on your rules
  • Route or schedule next steps when enabled
  • Send a clean summary to the right place (CRM/email/slack/etc.)

What you capture (examples) #

You decide what matters. Common fields include:

  • Name + best callback number
  • Reason for calling / service requested
  • Urgency level + timeline (“today”, “this week”, “just researching”)
  • Location or service area
  • Budget range (if relevant)
  • Best time to reach them
  • Whether they’re a new or existing customer

Why this is different from “24/7 call handling” #

24/7 Call Handling is about coverage.
Lead Capture + Intake is about quality + structure—making sure every call becomes a usable lead with the right info attached.

Why this is different from “After-Hours” #

After-Hours is about what happens when you’re closed.
Lead Capture + Intake works anytime you want calls to be qualified before they hit your team—busy hours included.

The outcome #

Instead of “Call me back,” your team gets:

  • Who called
  • What they want
  • How urgent it is
  • What the next step should be
  • Everything needed to respond fast

That’s how you follow up faster, close more deals, and stop wasting time chasing missing details.

Examples by business type #

Home Services

  • “What’s going on?” + “Is there active damage?” + “Address?”
  • Route emergencies → dispatch/on-call
  • Non-urgent → capture + schedule

Real Estate

  • “Buying or selling?” + “Timeline?” + “Preferred area?”
  • Route hot leads → agent
  • Others → schedule discovery call

Marketing / Agencies

  • “Service needed?” + “Monthly budget range?” + “Decision maker?”
  • Capture + book discovery call
  • Send summary to CRM + notify

Medical / Clinics

  • “New or existing patient?” + “Symptoms?” + “Preferred appointment window?”
  • Route urgent per your policy
  • Otherwise → schedule + confirm

Best for #

  • Businesses with high lead volume
  • Teams that need clean handoffs to sales/intake
  • Anyone tired of “what did they say?” and “did anyone call them back?”

What are your feelings

Updated on January 5, 2026