Alita Success Story | Right at Home Englewood

Shana Willis of Right at Home explains how automated customer service improves response times, qualifies leads, streamlines scheduling, and reduces manual follow-ups for more efficient growth.

Shana Willis of Right at Home discusses how implementing automated customer service systems has transformed their operations. They emphasize maintaining quick response times - answering phones within three rings and responding to emails within 24 hours - to avoid losing potential customers to competitors. The automation has eliminated repetitive tasks like duplicating responses and reduced the burden of constant manual follow-ups. The system now handles initial customer interactions online, collecting basic information and scheduling appointments before the business owner gets involved. This has resulted in more qualified leads and streamlined the consultation process, allowing customers to choose between face-to-face meetings or phone calls. The speaker believes this automated approach represents the future of customer service.

Transcript

I don't do the typical nine to five. I mean, if it's six, seven thirty at night, I'm responding still. I do it. We're very consistent that you're answering the phone within three rings. You're responding within an hour. You're emailing back within twenty four hours because you can call another agency and move on. We felt we were missing opportunities. We weren't really hundred percent satisfied with our luck side. We had grown fast, and we needed more accessibility. I feel like Groundhog Day sometimes is duplicating the same responses over and over, know, just a different family or a different account. The burden definitely of the constant emails, constant calls, I think that's a huge relief because prior to this, I call in, I have to call them back, assess their needs, try to get them to commit to a day and time, six or seven steps that they could do all online. And by the time I get it in my email, I have their basic information. I know what they're calling for, and I know I have an appointment with them. I think we're getting more qualified people in by the time they come in for a face to face interview. I think it's helping guide people to make them understand what right at home is, a basic summary of what we offer, and then they have that opportunity to next steps. Do you want a face to face consultation? Do you want to do, you know, fifteen to thirty minute call? Once you can get them to commit to that, I feel like, you know, they're gonna go with your peer. This is going to be the wave of the future.

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