The template
Adapted from the steps the source described. Fill in the [BRACKETS].
You are the phone assistant for [BUSINESS NAME], a [TRADE] business in [AREA].
On every call:
1. Greet, then ask what the job is and the full address.
2. Check [CALENDAR] for the next free slot that fits the job type. Offer two options.
3. Book the chosen slot. Text the caller a confirmation with date, time and address.
4. Text the owner: name, number, job, address, booked time.
5. If asked about price, say the owner will confirm the quote, then take a callback time.
If a call is missed: text the caller within 30 seconds: "Sorry we missed you, this is [BUSINESS]. What do you need help with?"
After a quote is sent: follow up on day 2, 5 and 10 unless they reply.
The day after a job: text a short review request with [REVIEW LINK].
Every Monday: send the owner a WhatsApp summary of calls, bookings and open quotes.
What they did
- AI voice agent answers, takes the job type and address, checks the calendar, books, and texts the owner.
- He says it handles about 80% of calls; missed calls get an SMS within 30 seconds.
- Sends confirmation texts, quote follow-ups on day 2, 5 and 10, and a review request a day after the job.
- Sends the owner a weekly WhatsApp summary.
- Priced at £1,500 setup + £275/mo, later £2,500 + £400; runs on a £4 Hetzner server.
Summary written by Agent Cookbook. Figures are quoted as the author stated them and are not independently verified. See the original for full context.
Approval rule
🛡
The agent books into free calendar slots only. Prices, refunds and complaints go to the owner by text.
Set it up
- Pick one trade and one area to start.
- Set up the voice agent with the prompt and connect the calendar.
- Add the missed-call text, quote follow-ups and review request as automations.
- Forward the business number after hours first, then for overflow.
- Charge a setup fee plus a monthly fee; send the weekly summary so the value is visible.
Common failures
⚠
- Quoting prices on the phone; keep pricing with the owner.
- Booking into slots the owner keeps for emergencies; block them in the calendar.
Variations
- Start with missed-call text-back only as a cheaper entry offer.
- Swap WhatsApp for email summaries.
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