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New Customer Intake Done on the Call

A new caller's first impression of your business is whoever answers the phone. Cadrey greets them warmly, gathers the details you need to get started, and hands you a clean intake before they ever hang up.

The problem

New callers who reach voicemail or a rushed answer often do not call back. And when you do connect, gathering the same basic details every time eats your day and pulls you off the work that pays.

With Cadrey

Every new caller gets a warm, professional welcome and shares the details you need. Cadrey books them when appropriate and texts you a tidy intake, so first contact is handled without you dropping everything.

How it works

  1. Tell Cadrey what details you need from a new customer.
  2. Forward your existing number so Cadrey answers new callers.
  3. Cadrey welcomes the caller, gathers the intake details, and books an appointment if needed.
  4. You get a text with the full intake so you are ready before you speak to them.

Common questions

Can Cadrey ask my own intake questions?

Yes. You tell Cadrey what details you need from a new customer, and it gathers them during the call. So every new caller arrives with the same clean set of information, and you stop repeating the same questions all day.

What does the new caller experience feel like?

New callers hear a natural voice, Maya or Cole, that welcomes them and helps them right away. It is a warm, professional first impression instead of a cold voicemail beep, which makes more people likely to stay on the line and become your customers.

Is intake included in the price?

Yes. New customer intake is part of the flat $49 a month, with no per intake fee at all. Every new caller that Cadrey handles is covered. You can try the 14-day free trial and hear how it welcomes your callers first.

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