Free lessons · No sign-up
The 5 details to capture on every new-customer call
Miss one of these and you'll be playing phone tag for days. A quick standard to use (or hand to whoever answers your phone).
The five must-haves
- Name — spelled right, so your follow-up doesn't feel like a cold call.
- Best callback number — and confirm it back to them out loud.
- Address or service area — so you can judge the drive and the job before you call back.
- What they need — in their words, plus any detail that tells you how urgent it is.
- Best time to reach them — so your callback actually connects.
Why it matters
A callback with all five details lets you show up to the phone ready to book — you already know the job, the location, and the urgency. A callback missing two of them turns into three rounds of voicemail and, often, a lost customer.
Make it consistent
Whether it's you, a family member, or a receptionist answering, use the same five every time. Consistency is what turns a scribbled note into a booked job. (An AI receptionist captures all five automatically and texts them to you — that's the whole idea.)
Tip: use your browser’s Print → “Save as PDF” to keep this lesson.
Rather have it handled for you?
Myra, the GetFavours AI receptionist, does all of this automatically — answering, capturing details, and following up 24/7, from $99/mo CAD.