Calls and texts

Appointment ask checker. Paste what the rep said and see which of the six parts of a strong ask are missing, with a rewrite.

Conversation intelligence and sales intelligence: what each one tells a sales manager. Sales intelligence finds and ranks the people to contact; conversation intelligence reads the conversations your team already had. A manager needs to know which question they are asking. 6 min read.

The rep offers a specific day and time to meet rather than inviting the customer to get in touch whenever it suits them.

The US system for business texting from ordinary 10-digit phone numbers, where the business and each use of texting are registered before messages flow.

Recorded-line notice by state. Your state's consent rule and the exact greeting, outbound and text notices to use. 11 all-party, 37 one-party, 3 mixed.

Marketplace and third-party leads: how to respond and move them to a call. Treat a message from a marketplace listing or lead site like a phone call with the sound off: answer fast, answer the real question, and get a name, a number and a time. 7 min read.

Text compliance checker. Paste a follow-up text to check eight writing conventions and see suggested fixes. These checks do not establish legal compliance.

The anatomy of a complete sales call. A complete sales call does six things in order, and each one leaves something a manager can check without listening to the whole recording. 8 min read.

What an email thread reveals that a call does not. A thread carries the customer’s own words, everything your team put in writing and the people copied on it, which is more than a recording can show. 7 min read.

When to move a customer from text to a call, and back. Channel should follow the decision in front of the customer rather than the rep's preference, and the handoff between text and phone is where many threads die. 7 min read.

Is it legal to record sales calls in Florida?. Florida requires consent from every party to a recorded call under Fla. Stat. 934.03, which shapes how a sales team gives notice, handles callers in other states and stores recordings. 6 min read.

The conversation shows real buying interest and ends without anyone offering a day and time to meet.

The customer asks to move an appointment to a different day or time rather than canceling it outright.

A conversation with real interest ends with no next contact: no date, no task and nothing the customer was told to expect.

A customer's message sits in the thread with no reply from anyone on the team.

A price or quote goes out and the conversation stops there, with no time set and no reason to reply.

Somebody on the team opened the customer's message and never answered it, and the thread has been sitting ever since.

The customer asks for the price, the monthly cost or the total in a message instead of on a call.

A customer's email lands in a shared address and sits there, because nobody is sure whose it is.

A legal standard under which every participant in a conversation must consent before it may lawfully be recorded.

Assigning unique phone numbers to marketing sources so a team can tell which ad or listing produced each inbound call, usually with recording attached.

A specific observation about a conversation, paired with the source passage and the limits of what that passage establishes.

Software that reviews recorded calls and message threads to surface signals, gaps and coaching moments for managers.

A sales conversation used to understand the customer’s situation, priorities and decision process before proposing a solution or a next meeting.

A pointer from a claim about a conversation back to the exact moment in the recording or message where it happened.

How long a caller waits on hold, in a queue or during a transfer before reaching someone who can help.

Two different starting points: a caller who wants an answer now, and a web form that has to be turned into a conversation.

A sales call the team never handled: it rang out, went to voicemail, was abandoned in a queue or died on hold.

A legal standard under which only one participant in a conversation needs to consent for it to be recorded lawfully.

A two-way conversation with someone who could buy, where the team had a genuine chance to set a next step.

A signed agreement, electronic signatures included, that lets a business send marketing calls or texts with an autodialer or a prerecorded voice to the phone number it names.

The disclosure telling a caller that the conversation is being recorded, typically played before the call reaches a person.

The policy for how long a recording is kept, where copies exist and what happens when the retention period or a legal hold ends.

The short, ordered list of calls, findings and drafts that need a person’s judgment before anything else happens.

The federal law that limits automated and prerecorded sales calls and texts, sets calling hours and underpins the do-not-call rules.