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Client Onboarding

Let’s Build Your Appliance Repair Voice Agent

Complete your onboarding so LE Digital Marketing can program, train, and deploy your custom call agent.

Thank you for choosing LE Digital Marketing we look forward to working with you! To build an AI voice agent that sounds like a natural extension of your team, we just need a few key details about your business operations, pricing structure, service area, and scheduling preferences. Once submitted, our technical team gets straight to work configuring and training your custom voice model.

Section 00

Your Business

Business Name *
Contact Name *
Contact Email *
Contact Phone

Section 01

Agent Behavior & Call Routing

Agent Introduction / Greeting

Our standard default greeting is:

“Hi, you’ve reached [Business Name]’s scheduling line. What can I help you with today?”

Agent Schedule

When should the voice agent answer calls?

Call Escalation & Transfers

What should the agent do if a caller insists on speaking to a person, has an upset/complex situation, or if the AI cannot answer their question?

Fallback Transfer Phone Number *

If transferring calls, what is the exact phone number the agent should dial?

Section 02

Pricing & Diagnostics

Diagnostics Fee Structure
Fee Application

Does the diagnostic fee apply toward the total cost of repair if the customer moves forward?

Phone Estimates Policy

Standard Default: The agent only quotes the diagnostic fee and explains that exact repair costs require an in-person technician diagnosis.

Accepted Payment Methods
Payment Timing

Is payment required at the time of diagnostic service?

Section 03

Service Parameters & Exclusions

Excluded Appliance Types

What types of appliances do you NOT service? (e.g., Microwaves, trash compactors, small countertop appliances, wine coolers)

Excluded Brands

What specific brands do you NOT service? (e.g., Samsung, LG, high-end brands like Sub-Zero/Viking, commercial-only brands)

Warranty Services

Do you handle manufacturer warranty work?
Do you work with Third-Party Home Warranty Companies (e.g., American Home Shield)?
Property Type
Parts Sales

Do you sell appliance parts directly to customers over the phone or over the counter?

Section 04

Service Area

Primary Service Area

Which primary cities and/or zip codes do you service?

Out-of-Bounds Exclusions

What cities or zip codes do you commonly receive calls from that you DO NOT service?

Section 05

Scheduling & Calendaring

Calendar / CRM Software

What platform do you currently use to track appointments?

Service Days

On which days do you dispatch technicians for service calls?

Operating Hours

What are your daily service call operating hours?

Time Window Blocks

What arrival windows do you offer customers?

Technician Setup

Number of Technicians
Same-Day / Emergency Booking

Do you offer same-day or emergency appointments?

Section 06

Custom Knowledge Base & Business Rules

Customer Pre-Arrival Instructions

Is there anything callers must do before a tech arrives? (e.g., "Ensure refrigerators are emptied," "Adult 18+ must be present," "Clear path to unit")

Special Discounts / Custom Rules

Are there any discounts or specific business rules the agent should know? (e.g., 10% Senior/Military discount, waived diagnostic with second appliance in same visit, etc.)