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๐Ÿ“ˆ Sales & Leads ยท Printable checklist ยท USE CASy

Cut missed calls by 85% for about USD 200 a month

โฑ๏ธ About 1 week ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Around USD 200/month in the example (voice platform, number and SMS)

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Measure missed calls first

    Check your phone records: how many calls went unanswered last month? That's your baseline.

  2. โ˜
    2. Set up the receptionist

    Follow the steps in the 'AI receptionist booked 200+ jobs' guide to create the agent and connect your calendar.

  3. โ˜
    3. Define emergencies

    Write exactly what counts as urgent and who gets alerted.

  4. โ˜
    4. Add confirmation texts

    Turn on SMS confirmations after booking and a reminder 24 hours before.

  5. โ˜
    5. Add review requests

    After each job, send a text with your Google review link.

  6. โ˜
    6. Forward unanswered calls

    Set your phone to forward to the AI after 2 rings or when busy.

  7. โ˜
    7. Compare after 90 days

    Check calls answered, bookings and reviews against your baseline.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Receptionist instructions
You are [name], the friendly receptionist for [business] in [area]. Business hours: [hours].
On every call:
1. Greet the caller and ask how you can help.
2. Find out: their name, phone number, what they need, where they are (service area: [areas]) and how urgent it is.
3. If it's an emergency ([define, e.g. burst pipe]), say someone will call back within [15] minutes and send an alert to [number].
4. Otherwise check the calendar and offer two available times. Repeat the time back and get a clear 'yes' before booking.
5. Never quote prices except: [standard prices]. For anything else, say the team will confirm.
6. Tell callers they are speaking with an AI assistant if they ask, and offer to take a message for a person.
Keep answers short and friendly, in British English.
๐Ÿ’ฌ Review request text
Write 3 short, friendly SMS messages (under 160 characters) asking a customer to leave a Google review after a [service] visit from [business]. Include [review link]. British English.

๐Ÿ”— Links

From https://usecasy.com/use-case/plumber-missed-calls/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).