Sober Living Intake & Referral System
Turn every call and referral into a tracked opportunity with clear next steps.
Problems this system solves
Missed calls go untracked and unreturned.
No shared phone system, calls go to personal cells, no callback list.
Lost move-ins, unpredictable census, revenue gaps.
Shared intake line with missed call alerts and automated text-back.
Referrals from treatment centers get lost.
Referrals arrive by email, text, and call — no central tracking.
Damaged referral relationships, missed placements.
Single intake pipeline that captures all referral sources with status tracking.
Intake information is inconsistent or incomplete.
Different staff ask different questions, no standard form.
Bad fits, early departures, compliance issues.
Standardized intake form with required fields and automated data capture.
System flow
How information and people flow through the system, from first contact to move-in.
What's included
Everything is connected into one system — no juggling separate apps.
Call Tracking & Routing
A shared intake line that multiple staff can answer, with automatic logging of every call — answered or missed.
Missed Call Text-Back
When a call goes unanswered, an automatic text goes out within seconds — keeping the conversation alive.
Intake Pipeline
A visual board showing every inquiry — who's new, who's been contacted, who's in assessment, who's ready to move in.
Structured Intake Forms
Standardized digital forms that capture the right information every time — consistent across all staff.
Online Booking & Scheduling
Let prospects book assessments and tours directly from your website or follow-up texts.
Investment
Monthly platform cost
$97-297/month
Implementation (one-time)
$2,500-5,000
One extra move-in per month typically covers the entire system cost.
Step-by-step flow
Call comes in to shared intake line
All intake calls route to a shared number that multiple staff can answer.
Missed calls get auto text-back
If the call is missed, an automatic text is sent within seconds with callback info.
Initial screening conversation
Staff qualifies the caller using standard screening questions.
Lead entered in pipeline
Caller info and notes added to the intake pipeline with status and next steps.
Intake form sent if qualified
Standardized intake application sent digitally for completion.
Assessment scheduled
If screening passes, in-person or video assessment booked via online scheduling.
Move-in processed
Approved residents onboarded and pipeline updated.
Get this system installed
Stop losing referrals and missing calls. We'll install this system and get it running.
Most system mappings completed in 3-5 days