New! Smith.ai Now Offers Unlimited Lead Intake Questions

For businesses looking to operate efficiently, it’s important to gather and qualify leads through the right intake process. This ensures you have correct contact information and only spend time with qualified leads.

Smith.ai’s virtual receptionists gather comprehensive lead information and ask the right questions to help your team take action more effectively with our custom extended intake service. 

Benefits of limitless intake

For years, we've limited intake questions to a total of nine. Now, there's no limit! When new leads call your business, our friendly receptionists can ask every question that's important to you.

For the intake process, you have two options: we can conduct intake using our proprietary intake system, or we can use your preferred intake software.

Unlimited intake means more precisely qualified leads, less lead-chasing, and fewer tire-kickers. By outsourcing lead intake to Smith.ai’s virtual receptionists, you reduce the amount of time your team spends on lead management — saving your precious dollars and resources. 

Value of outsourced lead intake

When a lead reaches out to your business, you must be available to answer questions and gather that contact information. If you’re not, they will likely move on to the next competitor listing. 

The best way to combat missed opportunities is by using Smith.ai’s virtual receptionists for lead intake. You don’t have to worry about staffing the phones after hours or tying up your in-house receptionists for long periods of time. Additionally, our agents ask the right questions every time, so you can be sure you’re only dealing with qualified leads and comprehensive lead information. 

Custom extended intake with unlimited questions means you can gather all the lead information you need.

Lead intake improves workflow efficiency

Smith.ai are experts at lead screening and intake. We help businesses of all sizes and in multiple industries grow their businesses with the help of our bilingual, North America-based agents who are available 24/7 to answer phones, qualify leads, and intake new clients. 

With our basic lead intake, we ask potential customers up to three close-ended questions and gather contact information for you. The process is seamless, and there is no cost to do this, as basic lead intake is included in every Smith.ai call plan. 

Simple Intake Example (3 questions) 

1. Are you the victim, or acting on behalf of a friend/family member?
2. How long ago did the accident occur?
3. Are you/they unable to work as a result of the accident? 

Extended intake with additional questions

We don’t stop there. We know some businesses need to ask more than three questions to determine if a lead is a good fit. For those businesses, we offer extended lead intake. 

For only $1.50 per call, we ask up to six more close-ended questions to anyone who reaches out. This is geared toward more advanced intake processes that require more information be gathered. All this information can be put directly into your CRM with third-party intake, and your team’s follow-up meetings will be that much more productive. Extended intake allows businesses to have more complete data, reduce administrative time, and ultimately, close deals faster.

Extended Intake Example (9 questions) 

1. Are you the victim, or acting on behalf of a friend/family member?
2. How long ago did the accident occur?
3. Are you/they unable to work as a result of the accident? 
4. What city and state did the incident occur in?
5. What type of accident occurred?
6. What was the extent of the injury? (Required doctor’s visit, hospitalization, amputation, death, other)
7. Do you have a police report?
8. Are you/they unable to work as a result of the accident? 
9. Have you worked with another attorney as it pertains to this matter?

Custom extended intake with unlimited questions

We know that, while nine questions work well for many businesses, there are still others who require more. That’s why we’re introducing custom extended lead intake with unlimited questions. 

Our agents can ask leads as many questions as needed to help screen, qualify, and organize your leads. Once you add on extended intake, you pay $0.25 per question for any questions after the initial nine. Our goal is to accommodate any business that relies on longer intake forms — such as legal intake or marketing agencies. Our custom extended intake is available on all calls 24/7, as we can handle any call volume at any time of day.

Custom Extended Intake Examples (10+ questions) 

1. Are you the victim, or acting on behalf of a friend/family member?
2. How long ago did the accident occur?
3. Are you/they unable to work as a result of the accident? 
4. What city and state did the incident occur in?
5. What type of accident occurred?
   Answer: auto accident
6. What was the extent of the injury? (Required doctor’s visit, hospitalization, amputation, death, other)
7. Do you have a police report?
8. Are you unable to work as a result of the accident? 
9. Have you worked with another attorney as it pertains to this matter?
10. Were there any witnesses?
11. Were you wearing a seatbelt?
12. Do you know if the other driver was insured?

Using Third-Party Intake Forms

If you want our agents to input caller information directly into third-party forms, we can also accommodate that request. Common with legal client intake, like MyCase, PracticePanther, Lawcus, we can use your public intake links to put the information directly into your CRM or practice management software instantly, and all data is saved in exactly the right database fields and formats.

Choose Smith.ai for lead intake and more

We understand the unique challenges many businesses face with lead qualification and intake. That’s why we’re excited to offer our custom extended intake with unlimited questions. This is just one of many great features at Smith.ai that help businesses of all sizes get the customer engagement support they need.

In addition to our custom extended lead intake, we offer a wide range of services designed to take the burden off your team’s shoulders, allowing them to focus on higher-value tasks. With answering phone calls, appointment setting and reminders, CRM integration, after-hours answering, and email & SMS follow-up, we deliver the solutions you need to run a successful business.

To learn more, schedule a consultation or reach out to hello@smith.ai.