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?”
