STEP 1 — CONFIRM THE SALESPERSON IS AVAILABLE

BOOK AN APPOINTMENT INSTEAD — PRE-FILLED Schedule a callback — pre-filled

The rest of the form unlocks once they answer YES.

Video meeting NOW Phone transfer (CallTools)

They said YES and confirmed the number out loud Text them the Meet link

CallTools transfer — follow these steps IN ORDER: 1. Make sure the salesperson is available — use the Ready check up top. 2. In CallTools, click "Live Transfer". 3. IMMEDIATELY click "3-Way Call". 4. Once the salesperson is on the line, click "Complete Transfer" — that hands the call to them. DO NOT click "Hang Up Transfer" — it kills the call.

FINAL STEP — MARK THE RESULT (THIS SAVES IT)

Outcome buttons unlock when the salesperson answers YES.

Transfer Successful Waiting for transfer Not Successful

This photo goes with the text (MMS) — real people, real company.

🎨 Sends 3 custom website concepts generated for THEIR business straight to their cell by text — takes a minute or two. We match their Google listing by business phone, so double-check it's right. First name, cell, and business phone are all required.