PATLive Dev

Lead Capture

When potential clients call, we’re on the ball. PATLive’s all-star receptionists take phone lead qualification to the next level, collecting all the customized data you need to turn random callers into real opportunities.

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Key Benefits

Immediate, Professional Response Boosts Conversion
As a client, would you rather go to voicemail or speak with a real live person? Thought so. PATLive’s personable, US-based receptionists make a polished first impression on callers, increasing trust and helping secure their business—so they don’t head on their merry way to your competitors. ach.
Faster Prioritization of Your Best Opportunities
Finding a pearl in a sea of oysters is our specialty. And we do it pretty freaking fast. Our expert phone lead qualification team culls your top leads and extricates all the essential info to instantly identify which prospects deserve immediate attention—improving response time and deal flow on your end. End game: a boost in business growth and efficiency since you’re spending time only on customers who make you money.
Custom Qualification Filters Out Less Promising Leads

If you’re looking for specialized screening, well, you’ve come to the right answering service. PATLive is a leader in the industry for our virtually limitless customization options. Thanks to specific criteria tailored to your business, only leads that align with your goals make it through to your team, saving you precious time on prospects who were never a fit.

Eliminates Redundant Early Conversations
Calling a lead several times to collect basic facts is annoying for both your staff and the client in question. Eliminate the eye rolls and usher in efficiency: our phone lead qualification experts gather all the essential details up front, so your team doesn’t have to start from scratch or repeat details the caller has already provided.

The PATLive Effect

More of your viable leads turn into real opportunities

Prospects receive immediate human attention, upping their likelihood to choose you

No promising leads slip away because their call wasn’t answered quickly enough

Clear, relevant lead details are dropped directly into your CRM of choice

High-value leads stand out sooner, so you can respond faster

You avoid spending time on inquiries that were never a fit

Lead follow-up is easier because the essentials are already captured

You land more opportunities without taking on more workload

Common Appointment Scheduling Scenarios in Practice

Prospects responding to ads or promotions seeking quick follow-up

New inquiries wanting pricing, availability or basic service information

Callers ready to share details before a sales convo is scheduled

Leads requesting a quote or estimate to capture their options

Custom lead screening to determine best fit

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More Ways We Can Help

Client Intake

Take lead qualification a step further with customized intake processes that capture deeper information before the next stage.
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Appointment Scheduling

Convert qualified leads into booked appointments immediately while interest and intent are at their peak.
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After Hours Answering Service

Capture and respond to new opportunities outside business hours instead of losing prospects to competitors.
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frequently asked questions

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How do I get my calls to PATLive?
When you sign up for service, we’ll provide a local or toll-free phone number. You can either advertise this number directly, or you can forward your calls to it from your current number. Forward calls all the time, or only at certain times.
How detailed can my lead format be?
That’s entirely up to you. Some customers use short and simple lead forms, and others use lead forms that are fairly lengthy. There really are no limitations on our end, it just comes down to what you need to collect and what you feel is appropriate for your type of caller.
Can you support branching logic within my lead collection flow?
Yes, we can map the lead format to your opening question, so that you can collect the unique set of information you need for each lead type.
How will I be notified of new leads?

It depends how your lead forms are being hosted.
If we’re hosting them on our platform, you’ll receive an email, text and/or push notification in our web and mobile apps anytime you receive a new lead.

If we’re submitting leads directly to your CRM or other software that you’ve directed us to use, you can rely on the notifications built into that software and/or we can still send a notification from our platform as well if you’d like.

Can I send leads to different recipients based on lead type?
Yes, each lead form has its own delivery options, so it’s easy to get your leads to the appropriate person or team. Just create a unique form for each type of lead that you want to distribute, and leads will automatically be emailed to the right person or team based on the form that was used to collect it.
Can you send leads to multiple email addresses?
Of course!
How do I modify my call handling instructions or lead forms?
Give us a call at 850-846-1657 or email hello@patlive.com and member of our team will be happy to help you modify any aspect of how your calls are being handled.

Get Started

You’ve built a business worth calling. Let’s make sure every caller feels that from the very first hello. Start a Free Trial or schedule a call. Let’s talk!

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