EPP

Helix

TodayWorkflowReportsPoolLeadsCampaignsPipelineDeliveryCustomersPlaybookLogConnectionsSettings

Playbook

Sales and delivery playbooks for the three current EPP offerings. PortalForge supports customer handoff and reporting; it is not replacing these offer definitions.

Inbound Voice Agents

Inbound Voice AgentsRetellTwilioPortalForge handoff

AI phone coverage for business calls, after-hours handling, spam filtering, appointment booking, general questions, and warm transfers to humans.

Fit

Best when the business is losing calls, the front desk is overloaded, or after-hours requests are not being captured.

Target outcome

Calls are answered, categorized, summarized, and routed into the right lead, customer, or delivery record.

  1. 1Confirm phone goals, services, hours, and transfer rules
  2. 2Build Retell agent prompts and business FAQ
  3. 3Connect Twilio number or forwarding path
  4. 4Run test calls for booking, questions, spam, and transfer cases
  5. 5Go live with first-week tuning and call outcome review

Speed to Lead

Speed to LeadFacebook leadsAppointment BookerCalendar

Fast response system for Facebook ad opt-ins and inbound ad requests, with a target of contacting the prospect inside five minutes and booking the appointment.

Fit

Best when paid ads or web forms create leads that cool off before a human can respond.

Target outcome

New opt-ins become timed tasks, call/SMS/email attempts, booked appointments, and measurable conversion reporting.

  1. 1Connect the ad or form source
  2. 2Map campaign, offer, qualification questions, and calendar destination
  3. 3Create the five-minute call, SMS, and email response sequence
  4. 4Test lead creation, response timing, booking, and fallback routing
  5. 5Monitor booked rate, contact rate, and missed-response exceptions

Lead Reactivation

Lead ReactivationVoice/SMSCRM listCalendar

Campaign system for dormant lead lists where AI calls, texts, qualifies, and books appointments from leads already sitting in the business.

Fit

Best when a customer has an old CRM/export/list with prior inquiries, stale estimates, or missed opportunities.

Target outcome

Dormant leads are segmented, contacted, dispositioned, booked, or marked inactive with clear reporting.

  1. 1Load the lead list through the managed data path
  2. 2Review consent, opt-out, duplicate, and segmentation rules
  3. 3Write the reactivation call and SMS script
  4. 4Launch controlled batches with booked-appointment routing
  5. 5Report booked, unreachable, not interested, bad number, and follow-up outcomes