We’ll walk through how you want Jess to handle your business calls — from filtering spam to booking real customers.

🔷 How Jess will weed out spam and sales calls before they ever reach you.

🔷 What you want Jess to do — answer calls, qualify jobs, text customers, and book appointments.

🔷 How you want Jess to sound — friendly, professional, or down-to-earth.

🔷 The questions Jess should ask to qualify jobs (like “What kind of project are you working on?” or “When do you need service?”).

🔷 What Jess should say about your services, pricing, and availability.

🔷 How Jess will notify you or your team after every call — by text, email, or dashboard alert.

🔷 Where Jess should book appointments and how to sync them into your MarketingWorks calendar.

🔷 When you’d like Jess to go live and start taking real calls.

After your pre-onboarding call, our team gets to work training Jess with the details you share so she talks like part of your team. She’ll learn:

🔷 The services you offer and how to describe them clearly to customers.

🔷 The areas you serve and how to route local inquiries.

🔷 Your pricing, job types, and appointment availability.

🔷 Common customer questions and your preferred answers.

🔷 Your greeting style, tone, and company personality.

🔷 When to transfer a call or alert you directly.

Within a few days, Jess will sound like she’s been with your company for years — answering questions, qualifying leads, and booking jobs while keeping you fully updated.

No — you don’t have to get a new phone number unless you want to. Jess is flexible and can work however you need her to.

Here are your options:

🔷 Option 1: Keep your current number.

Jess can act as your answering service. When someone calls your existing business line, Jess will pick up if you’re unavailable — handling calls, filtering spam, and booking customers for you.

🔷 Option 2: Use Jess’s dedicated phone number.

Jess comes with her own MarketingWorks number that you can put on your website, Google Business Profile, trucks, or ads.

When someone calls that number, Jess can handle the call directly — or she can forward the call to you first.

If you don’t answer, Jess will step in, screen the caller, and take care of booking or messaging.

🔷 Option 3: Have all calls go directly to Jess.

This setup lets Jess answer first, handle call screening, and decide whether the caller should be transferred to you.

If it’s a real customer or a booked lead, Jess forwards them to you immediately. If it’s spam or a sales pitch, she blocks it and saves you the time.

Benefits of these options:

🔷 You can keep your personal or crew phone numbers private.

🔷 You’ll get better call screening and no more spam interruptions.

🔷 You can control exactly when Jess answers or transfers calls.

🔷 You don’t have to change your existing setup unless you want to.

When Jess handles a call or books a job, you’ll get instant updates through MarketingWorks so you never miss what’s happening.

🔷 Instant text message for every new lead or booking.

🔷 Email summary of each conversation.

🔷 Daily report showing all calls and outcomes.

🔷 Dashboard alerts for easy tracking.

You’ll always know who called, what they wanted, and what Jess handled for you — in real time.

After your pre-onboarding call, the MarketingWorks team finishes Jess’s setup and gets her ready to take live calls.

🔷 Jess is customized with your business details, tone, and call flow.

🔷 Your Full onboarding call is scheduled.

🔷 Your phone line connects to your MarketingWorks dashboard.

🔷 We test live call routing and notification settings.

🔷 You review and approve Jess’s responses.

🔷 Jess goes live — and starts answering real calls within 48 hours.