How it works
Three steps from the first conversation to a system that answers every lead on its own, with you in control at every stage.
The three steps
Free response audit
We look at how calls, texts, web forms and email reach you today, and where leads slip through: after-hours calls, slow replies, inquiries nobody followed up. You get a short written summary and a recommendation, with no obligation.
Build and connect
We set up what you need, such as missed-call text-back, an AI phone assistant, instant replies, follow-up and online booking, connected to the phone number, calendar and tools you already use. You approve every message before it goes live.
Launch, measure, improve
After launch you get a plain report each month: how many leads came in, how fast they were answered and how many booked. We adjust wording and rules with you as real conversations come in.
What happens in the audit
- A short call
- We ask how customers reach you, who answers, what happens after hours, and which tools you use.
- A look at your channels
- With your permission, we check your website forms, phone setup and how quickly inquiries are answered today.
- A written recommendation
- The smallest set-up that closes the gaps we found, with a fixed quote from the published packages.
What we need from you
- Time to review and approve message wording, and a short walkthrough at launch.
- Access to your phone provider, calendar and website forms (we’ll guide you).
- Your service list, service area, hours and the questions customers ask most.
- Decisions on the rules: what counts as urgent, who gets alerted, and what the assistant may and may not say.
After launch
Every package is month to month after setup. You can pause any automation at any time, change any message, and take your data with you if you leave. Packages and limits are on the pricing page.
Want to see whether you’re a fit? Apply and tell us about your business, or request a free audit below.
Common questions
How long does setup take?
It depends on the package and how quickly we can connect your phone, calendar and forms. We give you a timeline in the written recommendation before you commit.
Do I have to change my phone number?
Usually not. We connect to the number customers already call; the audit confirms whether your provider supports it.
Is there a contract?
After setup, every package is month to month. Cancel with 30 days’ notice and take your data with you.
Related
Services
Every service Keystone sets up for local businesses: missed-call text-back, AI phone answering, instant replies, follow-up, booking, CRM and reporting.
Apply
Apply to have Keystone set up AI lead response for your business. Tell us about your trade, your inquiries and what you want off your plate.
Get a free response audit
Tell us how leads reach you today. We’ll show you where they slip through and what we’d set up first. No obligation.
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