Business Profile
The business profile teaches Jay how to answer in a way that sounds like your team.
Basic information
| Field | What to provide |
|---|---|
| Business name | The name callers and visitors know |
| Phone number | The main public phone number |
| Website | Your public website |
| Address | Main office or service location |
| Service area | Cities, counties, or regions served |
| Hours | Normal business hours and after-hours expectations |
What your business does
Write this in plain language. A short paragraph is enough.
Example:
We help small businesses with bookkeeping, payroll, and tax preparation. Most callers need help scheduling a consultation or checking what documents to bring.
Common customer questions
List the questions your team answers every week.
- What services do you offer?
- What are your hours?
- How do I schedule?
- What should I bring?
- How much does it cost?
- Who should I speak with?
Handoff rules
Tell Jay when to involve your team.
- Transfer immediately for urgent matters.
- Take a message when the team is unavailable.
- Send a summary for routine questions.
- Do not answer questions that need licensed or legal advice.
Things Jay should never say
Include anything Jay should avoid promising.
- Guaranteed appointment times
- Pricing that changes by customer
- Medical, legal, or financial advice
- Services your business does not provide