THE PROCESS

How Inbound Ops Works

A structured, 7-step deployment from initial lead audit to live extended-hours coverage on our enterprise phone network.

PHASE 1

Getting Started

Mapping your process, building your conversational frameworks, and certifying your dedicated rep.

01

Discovery Call & Lead Audit

Goal: Led by your Fractional Inbound Manager, we audit your phone process to find where revenue leaks and map key prospect intelligence.

Find Bottlenecks: Analyze missed calls, reply times, after-hours gaps, and voicemail drop-offs.

Map What Matters: Pinpoint exact questions needed to qualify leads and protect your calendar.

Output: Lead Loss Audit & Qualification Checklist.
02

Build Your Call Framework

Goal: Custom, flexible conversational frameworks and steering rules tailored to your services, pricing, and target buyers.

Smart Sorting Rules: Screen out spam, field inbound requests, and qualify fit before booking.

Directional Steering: Train on buyer personas, pricing worries, and steering answers in your favor.

Output: Official Inbound Ops Playbook & Dashboard setup.
03

Train Your Dedicated Rep

Goal: Personally train and test your dedicated rep before they ever handle a live conversation for your business.

Industry Deep-Dive: Rep studies your specific terms and services so they sound in-house.

Live Practice: Roleplays, scenario testing, and real-time coaching from your Inbound Manager.

Output: Certified Dedicated Rep + 52-week ongoing training.
PHASE 2

Setup & Launch

Connecting your technology stack and testing your account for zero-downtime deployment.

04

Connect Your Tools

Goal: Sync directly into your CRM so calls, texts, pictures, and notes save automatically—zero new software for your team to learn.

All-in-One Lead Capture: Incoming calls, texts, and site photos land cleanly in the right client file.

Simple Reporting: Automated summaries delivered on a regular schedule when you want them.

Output: Direct CRM Integration & multi-channel sync.
05

Test & Go Live

Goal: Put your representative through a strict final exam to guarantee flawless execution on day one.

The Final Test: Reps must score 90%+ on scenario execution and software processes before going live.

Smooth Launch: Extended-hours coverage activates seamlessly with phone forwarding tests complete.

Output: Certified 90%+ launch & live coverage activation.
PHASE 3

Ongoing Support & Revenue Recovery

Continuous oversight, weekly call auditing, and monthly conversion tuning to capture more business.

06

Weekly Quality & Revenue Checks

Goal: We review call quality weekly, hunting down lost revenue in recorded conversations to increase your booking rate.

Revenue Leak Audits: Flag hesitant callers or drop-offs to refine objection handling and catch missed deals.

Total Access: Listen to recordings, read texts, and track rep activity directly inside your software.

Output: Weekly scorecards, transcript audits, and revenue recovery coaching.
07

Monthly Strategy & Optimization

Goal: Review big-picture conversion data and speed metrics to tweak frameworks and drive higher monthly revenue.

Response-Speed Audits: Track answer speeds to hit promises (alerts trigger if compliance drops below 95%).

Conversion Tuning: Update questioning guides and transfer rules together as your business grows.

Output: Monthly performance reports & updated conversational strategies.