Map your call flow
Review office numbers, hours, staff responsibilities and common routing needs.
Practice software / Practice Phone
Coordinate practice calling with the conversation and follow-up tools your staff use. We configure routing, access and the supported call workflow around the people responsible for answering.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
Your configured workflow
Define how incoming calls reach the appropriate team.
Keep available call information connected with follow-up.
Organize voicemail, overflow or AI voice options in your scope.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
We review office numbers, business hours, staff groups and overflow handling. Setup defines who answers, what happens when a call is missed and which records are available for follow-up.
Review office numbers, hours, staff responsibilities and common routing needs.
Confirm number handling, calling features and any approved recording settings.
Check incoming, transferred and unanswered-call scenarios with your team.
02 / Confirm the details
Number portability, device support, recording and service availability are confirmed for the selected configuration. Keep your practice’s established emergency procedures in place.
Explore the CRM overviewYour setup conversation
Your priorities, office process and team responsibilities.
Enabled software, permissions and integrations in scope.
Training, testing, access and ongoing management.
03 / Questions practice owners ask
We review whether porting, forwarding or another supported arrangement fits your existing provider and workflow. Availability is confirmed before changes are made.
Yes, where the selected phone and AI configuration supports the required call routing and staff transfers.
Recording depends on the enabled features and your approved access, retention, notice and consent settings.
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.