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Test Your LeadIn Setup

Verify that your call forwarding and LeadIn integration are working correctly. Run this test anytime to confirm everything is connected.

10-15 minutes to complete

Before You Start

Make sure you have:

✓
Your forwarding number — the LeadIn number provided after your enrollment
✓
Phone forwarding configured — see our Phone Forwarding Guide if not done yet
✓
Your cell phone — to make the test call and receive SMS
✓
Slack open — to watch for the job card
📍 Coordinate with LeadIn
Schedule your QA test with us so we can monitor on our end. Email hello@leadin.solutions when you're ready.
📞 Need to set up forwarding first?
If you haven't configured phone forwarding yet, see our Phone Forwarding Guide before running this test.

Test Steps

1

Call Your Main Business Number

Using your cell phone, call your company's main phone number — the one customers call to reach you.

Don't answer the call. Let it ring 4-5 times until it forwards.

2

Listen for the LeadIn Greeting

After the call forwards, you should hear:

You'll hear
"Thanks for calling [Your Company Name]! We'll text you shortly to schedule your service. Goodbye."

The call will automatically end after the greeting.

❌ If you hear your normal voicemail
Call forwarding isn't configured correctly. Check our Phone Forwarding Guide and verify your settings.
3

Check for the SMS

Within 10 seconds of hanging up, you should receive a text message from LeadIn asking about your service needs.

Example SMS
"Hi! Thanks for calling [Company Name]. If this is a life-threatening emergency, please call 911. Otherwise, what plumbing issue can we help you with today?"
4

Reply to Complete the Test

Reply to the SMS with test information. The system will ask follow-up questions.

Example conversation
LeadIn: What plumbing issue can we help you with?
You: My kitchen sink is leaking

LeadIn: Got it. What's your name?
You: QA Test

LeadIn: And your address?
You: 123 Test Street, Seattle WA

LeadIn: Confirm: Kitchen sink leak at 123 Test Street for QA Test. Correct?
You: Yes
5

Check Your Slack

Within 1-2 minutes of completing the conversation, a job card should appear in your Slack channel.

The job card will include:

  • Customer name (QA Test)
  • Phone number (last 4 digits shown)
  • Service address
  • Job description
  • Priority level
✓ If you see the job card, your setup is complete!
LeadIn is now live and ready to capture leads from your overflow calls.

🎉 Test Complete!

If you completed all steps successfully, your LeadIn system is working correctly.
Every missed call will now become a job card in your Slack.

Troubleshooting

I heard the greeting but didn't get an SMS

Check your phone's spam/blocked messages. Make sure you're using a mobile phone that can receive SMS (landlines can't). If the issue persists, contact us.

I completed the SMS but no Slack message appeared

Check that you're looking at the correct Slack channel. If still missing, your Slack webhook may need to be regenerated — contact us and we'll help.

The greeting said the wrong company name

Contact us — there's a configuration issue in our system that we need to fix.

Call goes to my regular voicemail

This is a phone forwarding issue, not a LeadIn issue. Check our Phone Forwarding Guide to verify your settings.

Need Help?

Test not working as expected? We'll troubleshoot it with you.

hello@leadin.solutions