Lets Get Started!
Fill Out The Form Below With As Much Detail As You Can!
Full Name
*
Company Name
*
What is the best phone number for customers to reach you? (We will be setting up a tracking number that forwards here)
*
What is your best email for our lead communication?
*
Your Facebook Page Link (If you do not have one please put “Need to create”)
*
What is your current website link
What cities do you service?
*
What are the main services you want to promote?
*
Your Time Zone
*
- Please list two area codes incase the first one is not available
Area code on the number we purchase - call tracking
*
Upload your logo (PNG preferred)
Click to upload
Offers/ promotions you have run in the past or thought about running (copy)
Do you offer financing?
Yes
No
Typical job value
eg. $2000 - $20,000
Minimum job/service charge, if applicable
What days/times do you perform estimates?
How long should an estimate appointment be?
How far in advance can customers book?
eg 1 month
Should the AI book directly onto your calendar?
Yes
No
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Should certain types of jobs require manual approval?
Yes
No
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What are your most common customer questions?
Warranty information
Financing information (if applicable)
Insurance/licensing information they want customers to know
Service guarantees (if applicable)
Payment methods
*
Credit/debit card
Cash
Check
ACH/bank transfer
Zelle
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Typical project timelines
Anything customers commonly misunderstand
Who should receive urgent/emergency leads?
What should the AI do if someone asks for a human?
If you could have your AI employee handle ONE thing perfectly, what would it be?
Tell your AI employee anything about your business that you want it to know.
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