A 20-minute monthly review

The 4 figures that matter

Minutes used tell you about your plan, not your results: look first at what the calls brought in.

• Number of calls handled by the agent.
• Qualified enquiries (a real need and contact details).
• Appointments booked or callbacks scheduled.
• Estimated value: appointments × average customer value.

Listen back to 10 calls

1. 1"Calls" menu: pick 10 random calls from the month.
2. 2For each one: was the request understood? was the right action taken? are you happy with the tone?
3. 3Only change the instructions if the same problem comes up at least twice.

Check what breaks silently

• The calendar is still connected (a renamed or deleted calendar stops bookings).
• Automations and webhooks are running without errors.
• Your opening hours, prices and holidays are up to date in the knowledge base.