A lead asks about pricing over the phone. How do I handle it in the system?

Hair restoration pricing is graft-dependent, which means you genuinely can't give an exact number without a consultation. The best answer is honest and consultative: "Pricing depends on the number of grafts the doctor recommends — most of our patients invest between $X and $X. The consultation is the only way to give you an accurate number, and it's complimentary." Check with your office manager for your practice's approved pricing range before your first intake call.

After the call, open the contact record and add a note: "Lead asked about pricing. Gave range of $X–$X. Expressed [budget concern / surprise at range / seemed comfortable]. Offered complimentary consult." This context is essential for whoever takes the follow-up call — if cost was a hesitation, the next touchpoint can address it specifically.

If the lead responded to the pricing range positively and expressed clear intent to book, drag their pipeline card to Hot Lead. Hot Lead is the one stage you can move manually — it just flags them for priority follow-up and does not trigger booking automation. This keeps them visible at the top of your follow-up queue.

If they're ready to schedule after hearing the price range, book the consult now using the calendar booking flow in RootLogic — go to Calendars, select the consultation type, and pick a time with the lead on the phone. Do not drag the card to Consult Booked; always use the calendar flow so automation fires and the opportunity value updates correctly.