Monarch
Monarch Legacy · Lead ResponseBooking · Open
§ 01 — Lead ResponseMay 2026

Lead Response Suite.

Respond to every lead in under 60 seconds. Instant quoting, automated scheduling, and multi-channel follow-up — built on the missed-call recovery foundation, then extended.

§ 01 — Capabilities

What it does.

Tier 2 includes the full Tier 1 scope, plus the lead-response layer on top.

  • 01AI-powered missed call responseFrom Tier 1
  • 02Lead qualification and routingFrom Tier 1
  • 03SMS follow-up sequencesFrom Tier 1
  • 04Real-time notifications to your phoneFrom Tier 1
  • 05CRM integrationFrom Tier 1
  • 06Instant quote generationNew in Tier 2
  • 07Automated appointment schedulingNew in Tier 2
  • 08Multi-channel follow-up (SMS, email)New in Tier 2
  • 09Review request automationNew in Tier 2
  • 10Weekly performance reportsNew in Tier 2
§ 02 — Integrations

Integrations.

We plug into the tools you already run. No platform switches.

CRMs
Jobber, ServiceTitan, Housecall Pro
Calendar
Google Calendar
Channels
SMS (via Twilio), Email
Optional add-ons
Slack / Teams notifications
§ 03 — Out of scope

Out of scope (so you know up front).

Lead Response covers the front of the funnel — quoting, scheduling, follow-up. Anything below requires Full Front-Office Automation or a custom scope; we’ll say so on the call.

  • ×Payment processing.
  • ×Live dispatching or technician routing.
  • ×Custom workflow builds outside the standard set (custom scope on request).
  • ×Voice cloning.
  • ×Multi-language support.
  • ×Replacing your CSR or office manager — this augments them.
§ 04 — Setup

Setup process.

Five weeks from kickoff to live, then a tuning loop until the ROI numbers land.

  1. Week 011 / 4

    Discovery.

    We listen to recorded calls, map your quoting logic, and document the actual workflow — what disqualifies a lead, who books which jobs, what your follow-up cadence looks like.

  2. Week 02–042 / 4

    Build.

    Agent configuration, CRM and calendar integration, quote-generation logic, multi-channel follow-up sequences, and internal testing on real call patterns.

  3. Week 053 / 4

    Soft launch.

    Live on overflow and after-hours only. Daily transcript and quote review with you for the first week so we can correct course before opening the firehose.

  4. Ongoing4 / 4

    Tuning loop.

    Weekly review of conversion rates, quote accuracy, and booking volume against your ROI target. We tune until the numbers hit, then keep tuning.

§ 05 — Operating model

What you own. What we operate.

A live AI agent isn’t a code drop. Here’s the line between what’s yours and what we run on your behalf.

You own
  • 01Your phone number — forwarded or ported, your choice.
  • 02Call recordings, transcripts, and quote history.
  • 03Your agent configuration as an exportable spec.
  • 04The underlying Twilio and Vapi/Retell accounts, registered in your business name with Monarch as admin.
We operate
  • 01The agent itself — prompts, integrations, quoting logic, tuning.
  • 02Monitoring, incident response, and uptime.
  • 03Vendor relationships and billing reconciliation.
  • 04Weekly performance reviews against your ROI target.

Termination30-day handoff window. We port your number, export the agent configuration, and transfer account ownership. No claw-backs, no hostage situations.

§ 06 — Cost

Cost example.

Monarch retainer is fixed. Platform pass-through (telephony, voice minutes, LLM tokens, TTS) is itemized at cost on every invoice. Figures below are illustrative for a typical 12-employee shop and scale with usage — not guaranteed.

Setup (one-time)

$3,500

Monarch retainer

$600/mo

Pass-through

At cost

Example monthly invoiceIllustrative · 12-employee shop
Telephony — Twilio (1 number, ~5,000 min)
$75
Voice agent platform — Vapi/Retell (~5,000 min)
$300
LLM — Claude Sonnet (~2.5M tokens)
$50
TTS — ElevenLabs (~5,000 min)
$80
Monarch retainer — Lead Response Suite
$600
Total monthly (est.)
$1,105

Ready to ship a lead-response agent for your business?

Book a call. We’ll scope, price, and tell you honestly if we’re the right team.