DESIGN-Full-Workflow-Integration-end-to-end-

04 — Phone & comms

Lives in: a business phone line (Google Voice / OpenPhone) + text. Go-live: set your hours, record the greeting, decide who picks up; write every call onto the customer record.

This is the most human stage, and on purpose. Every software instinct says “automate the phone away.” A trust business does the opposite. When someone is deciding whether to let a stranger onto their home network, a real person picking up and saying “yeah, here’s exactly what we’d do” is the product — right at the moment of biggest doubt. A nervous homeowner isn’t going to hand their Wi-Fi to a chatbot.


What’s here

File What it is
call-scripts.md What to say on the inbound call, the confirmation, and voicemail — plus the one logging rule

Small in gear, big in discipline

Setting What it is
The number CHANGE_ME (Google Voice / OpenPhone)
Hours CHANGE_ME — post them on the Google listing (01) and actually keep them
Greeting / voicemail The brand voice (00); see call-scripts.md
Who picks up The operator who covers that route (02); otherwise the founders
Text Appointment reminders + “your statement’s ready” nudges

The one rule: write down every call

After every call — in or out — jot a couple of lines onto that household’s record (call_log). That way the consult (05) starts warm: nobody makes the customer repeat the thing they already explained, which is exactly the kind of small disrespect that sinks a trust pitch (LAUNCH-NOTES #6). Where the phone tool can write the note for you, great (11); where it can’t, you type it — but it never gets skipped.

Hand-offs