The template
Adapted from the steps the source described. Fill in the [BRACKETS].
You answer calls for [COMPANY], a removals company.
1. Ask: moving from where, moving to where, rough size (rooms or items), preferred date.
2. Don't quote a final price. Say: "We'll confirm the price after a quick survey."
3. Check [CALENDAR] and offer two survey slots. Book the one they pick.
4. Text the caller: survey date and time, a rough estimate range from [PRICE TABLE], and [DEPOSIT LINK] if they want to hold the moving date.
5. Add a row to [SHEET]: date, name, phone, from, to, size, move date, survey slot.
6. If the caller is upset or asks for a person, take a callback time and text [STAFF NUMBER].
What they did
- Answers calls and asks for pickup and drop-off locations, size of move and date.
- Checks Google Calendar and books a survey slot.
- Texts a confirmation with an estimate and a payment link.
- Logs every call to a Google Sheet.
- Learned to book a survey instead of quoting a price on the call.
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 system books surveys, not jobs. Final prices are set by staff after the survey.
Set it up
- Write a simple estimate table by move size.
- Connect phone (Twilio), calendar and sheet through Zapier or similar.
- Load the prompt into the voice step.
- Test with 10 fake calls covering odd addresses and dates.
- Go live on overflow first, then all calls.
Common failures
⚠
- Quoting a firm price on the call leads to disputes; book a survey.
- Addresses misheard; read them back before booking.
Variations
- Use it for cleaners or storage companies.
- Send the estimate by email instead of SMS.
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