Business Basics
Start with the facts your customers ask about most:- Business hours and time zone
- Services, pricing, and typical duration
- Locations and service areas
- Policies (cancellations, deposits, minimums)
Brand Voice and Tone
Decide how the agent should sound. Keep it consistent with your brand. Examples:- Warm and friendly for salons and spas
- Professional and direct for legal services
- Reassuring and clear for healthcare
FAQs and Objection Handling
Add answers to common questions so the agent responds confidently:- “How much does this cost?”
- “Do you offer same-day appointments?”
- “Do you serve my area?”
- “What should I bring?”
Intake Details to Collect
Collect only what you need to move the lead forward.- Name and phone number
- Service type or reason for visit
- Preferred time or availability
- Urgency or timeline