Limited Time Offer! Get 400 minutes for free here.Try for free

New Customer Intake

For those unfamiliar with the term, new customer intake is the procedure in which a receptionist gathers information from a first-time caller to a business. The receptionist executes the process by asking the caller a series of predetermined questions.

Ring Savvy is not just the best phone answering service on the market today, but the best answering service for capturing new leads. This is largely because of the rigorous New Customer Intake training we put our virtual receptionist team members through. By the time one of our receptionists performs a customer intake on behalf of a business like yours, they will have already completed the procedure hundreds of times before.

If your business is devoting time and money to marketing and advertising campaigns, you need to make sure your efforts aren’t being wasted by sloppy lead capturing. The best way to ensure that the new leads generated by your advertising actually turn into paying customers is by investing in a high quality New Customer Intake service like Ring Savvy’s. For just a small additional cost, our highly trained receptionist team, can start capturing new leads on behalf of your company.

How Do We Perform New Customer Intake?

When a member of our virtual receptionist team answers one of your incoming calls, they will begin by finding out if the caller is reaching out to your business for the first time. If it is their first time calling you, and you are unavailable to speak with the caller yourself, our receptionist will begin taking the caller through the New Customer Intake process.

Our intake process begins with our receptionist gathering your caller’s personal information. This will include:

  • Their full name
  • The best phone number to reach them at
  • Their home address
  • Their email address

After all personal information is gathered, our receptionists will move on to collecting information about the caller’s reason for contacting your business. They will accomplish this by asking specific questions, which you’ll be able to customize when setting up your account with Ring Savvy.

Here are a few examples of questions we can ask on behalf of different businesses:

For plumbing companies we can ask: “Are you reaching out today for help with an installation or repair?”

For pet grooming companies we can ask: “What breed of dog are you looking to make an appointment for?”

For real estate companies we can ask: “Are you looking to buy or sell property?”

What our clients are saying

Google Logo

4.5/5 stars based on 79 Google reviews


Why Ring Savvy is the best live answering service for you

Our 24/7 virtual receptionist team is committed to not just answering your business’ phones, but helping your company convert its new leads into paying customers. Providing a live answer to customers during their time of need means everything these days, and utilizing Ring Savvy will guarantee you’re always able to offer a high quality customer service experience to new prospects.

Try Ring Savvy free for 14 days

Experience all our phone answering service has to offer without any risk or financial commitment.

All business owners are given the opportunity to test out our receptionist team for over a week, and see for themselves whether or not Ring Savvy will be beneficial to their business.

Get started
  • What happens during my free trial?

    During your free trial period, you’ll have access to just about all of our features, allowing you to take in the full Ring Savvy experience. The only feature we don’t offer to those in trial is appointment scheduling.

  • Do I need to put a credit card down?

    Not until your free trial concludes. We’ll only need your credit card information if you choose to become a Ring Savvy customer.

  • How long will it take to set up my free trial?

    Make sure new leads that come in during the overnight and weekends never pass you by.

  • What happens at the end of my free trial?

    A member of our team will reach out to you and go over the results of your trial period. If you’d like to continue using our service, we’ll get you started right away as a paying customer. If you decide the service is not for you, you can walk away at no cost.

  • Read more FAQs