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Lead-to-Booked Operations Setup

Organize inquiries and follow-up in the tools you already use.

Lead-to-Booked Operations Setup is a four-week guided implementation for one location, up to three inquiry channels and one primary responder. Your team operates its existing tools. Anthem provides the pipeline template, native routing instructions, response scripts, operating playbook, training and a Day-30 review using client-reported aggregate metrics. No revenue, conversion or response-time outcome is guaranteed.

What it includes

Four steps, guided

  1. Map the inquiry process One location and up to three inquiry channels.

  2. Configure the pipeline with your team The pipeline template and native routing instructions, in the tools you already use.

  3. Prepare scripts and train the responder Response scripts, the operating playbook and training for one primary responder.

  4. Review aggregate Day-30 metrics A Day-30 review using client-reported aggregate metrics.

Lead-to-Booked Operations Setup

Where it stands

New engagements are not yet open.

Have a question?

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