Mobi FrontDesk Command Center

AI Phone System — Schedule activations & send demo texts

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First Call Guide — Critical Setup

Your first call triggers follow-up sequences. Pick the right scenario.

Start Here

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⚠️ ALWAYS UPDATE FIRST: Before you hang up, immediately update these 4 fields in the contact record:

Company Name(e.g., "ABC Widgets")
Contact Name(First + Last)
Email Address
Phone Number

Why? Follow-up emails reference this info (especially company name). Wrong info = unprofessional emails.

📞 After Call #1, Pick ONE Status (Triggers Automation)

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Scenario 1: Spoke with Receptionist

Receptionist gave you the owner's contact info.

Status Update: "Receptionist: Intro Email"

✅ This triggers: Warm intro email sequence (references receptionist by name)
✅ Update: Owner's name, email, phone in contact record
✅ Note: Receptionist's name in notes (we reference this in emails)

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Scenario 2: Spoke with Owner (Interested)

Owner answered, interested in the solution, but not ready for trial activation yet.

Status Update: "Owner: Afterchat Demo"

✅ This triggers: Nurture sequence with calculator, case studies, social proof
✅ Action: Keep them warm until they're ready to schedule activation
✅ Note: What objection/hesitation did they mention?

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Scenario 3: Nobody Answered (Voicemail)

Call went to voicemail or no answer. You left a message or hung up.

Status Update: "Nobody: Cold Opener"

✅ This triggers: 14-day cold outreach sequence (SMS + Email + Call tasks)
✅ Update contact info IMMEDIATELY: Company, Name, Email, Phone
✅ Why: First text/email sends within 2 minutes and references their company name
✅ Pro tip: The fact they missed YOUR call proves the problem we solve

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Scenario 4: Not Ready for Phone (Wants Website/SEO Instead)

Owner isn't busy enough yet for the AI phone system, but wants help with website redesign or local search optimization to generate more leads first.

Action: Schedule Free Mobi Consultation

✅ Use the "Free Mobi Consultation" card below to book them with a rep
✅ Rep will assess their website/SEO needs and quote services
✅ Goal: Help them grow first, then revisit phone system when they're busier
✅ Note: What service are they most interested in? (Website, SEO, both)

📅 Schedule Consultation Below ↓

🎯 Your Goal: Update contact info + pick the right status = automation does the rest. Let the system work for you.

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