The business's own questions
What are you looking for, when, where, what budget range, who decides. The business writes the list and the agent asks it one question at a time, in conversation rather than as a form.
Sales agent
Qualified, scored and booked before anyone calls back.
An enquiry comes in while the sales team is in a meeting. By the time somebody rings back, the prospect has two other quotes. The sales agent gets there first.
What the agent does
The first sales conversation, had properly every time
The sales agent is the phone agent built from the Sales template: the same voice and knowledge base, pointed at the enquiry rather than the switchboard.
Scores the enquiry
Answers are read for what they mean, not matched word for word, and the enquiry is scored so the team sees the serious ones first. A supplier pitch is not a lead.
Books the demo
The agent reads the sales team's live diary and writes the demo into Google Calendar, Microsoft 365 or Apple Calendar. A business on Calendly gets a single-use booking link texted mid-call.
A structured lead
Not a transcript dumped in a note. The contact is created or updated in HubSpot, GoHighLevel or Pipedrive with the answers, score, summary and transcript. A business on Trello gets a card.
Knows a returning prospect
The number is matched against the CRM before the call is answered, so a prospect who rang last month is greeted by name and not asked the same questions twice.
Follows up unprompted
When a lead goes quiet or moves stage, an automation can ring it back, text it, email it, or put it through a campaign. Never outside business hours, never a do-not-call number.
How it goes for the prospect
From “I saw your ad” to a demo in the diary
- The enquiry arrivesA call to the sales line, a website form, a Facebook or LinkedIn lead form. Calls are answered on the first ring.
- The questions are askedOne at a time, from the business's own list. The agent answers the prospect's questions in return, from the knowledge base.
- The demo is bookedThe agent offers free times from the sales team's diary and writes the appointment while the prospect is on the line.
- The lead is filedA structured lead lands on the pipeline and in the CRM with its score, its answers and the whole conversation.
What the business gets
A pipeline the sales team trusts
Every enquiry on one leads board with the call and text history beside it, stages the business names, follow-up dates, deal value, and stale markers at three and seven days. A won lead becomes a client in the Directory automatically.
For a GoHighLevel business, a workflow can trigger a call and have the result posted back. For a business with its own software, the REST API and webhooks carry leads and results out, and a form endpoint brings leads in.
The sales agent sits beside the other agents. A business can run reception on its main number and the sales agent on the number in its advertising, both sharing one knowledge base.
Follow-up calls at scale are the job of outbound campaigns. The demo lands in the same diary the bookings agent uses.
Sold through partners
For clients who already pay for a CRM nobody updates
The natural buyer runs a sales team, advertises, and knows enquiries are answered slower than they arrive. You set the price and connect the client's CRM and diary during setup; Talkgate builds and runs the connectors, and outbound campaigns handle the follow-up. See the partner programme.
Works with
CRMs, diaries and the places enquiries come from
Direct connections, built and run by Talkgate. See all integrations.
Next step
Watch an enquiry become a booked demo
A partner briefing shows the sales agent qualifying a call, the demo landing in a connected diary, and the lead arriving in the CRM. See also leads and CRM.