The template
Adapted from the steps the source described. Fill in the [BRACKETS].
What they did
- Client: a truck and trailer repair shop missing calls.
- Retell AI agent answers after hours and on overflow.
- Collects name, company, phone, truck/trailer details and the problem.
- Make.com sends each call summary to email/Slack/WhatsApp and logs to Google Sheets.
- Sold with one PandaDoc document: proposal, contract and payment; $1,800 setup + $400/mo.
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
Set it up
- Find a shop that misses calls (ask them, or call after hours).
- Build the agent and the Make.com scenario.
- Set call forwarding for after hours and busy lines.
- Send one document with proposal, contract and payment link.
- Charge setup plus a monthly fee that covers usage and changes.
Common failures
- Promising bookings when the shop's system has no integration; start with message-taking.
- Forwarding all calls on day one; start with after hours.
Variations
- Plumbers, HVAC, towing.
- Add SMS to the caller confirming the shop got the message.
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