Understand the business
Confirm services, hours, area, branding and escalation rules.
Toolswise is configured around the plumbing business, installed on its website and connected to a clear follow-up workflow.
Confirm services, hours, area, branding and escalation rules.
Adapt the conversation and lead handoff to the agreed workflow.
Add the widget and test common mobile and desktop journeys.
Visitors provide contact and useful job information.
The plumbing team receives the lead and decides the next action.
Refine questions as the business learns what information matters most.