Business Information

Company Legal Name

Business Type

Tax ID/EIN

Business Industry

Company Address

Company Website URL

Primary Contact Person

Full Name

Title

Email *

Phone *

Technical Setup

What CRM (Customer Relationship Management) system do you currently use?

What calendar system does your sales team use to book appointments?

Please provide the email address(es) for your team members who will need access to the AI conversation dashboard :

Campaign Details

What are your current offers or promotions for new customers? If you don't have one, would you be open to creating one with us?

What is the primary goal for this AI campaign?

Please describe your ideal customer profile:

Briefly outline your current sales process, from initial lead generation to a closed deal.

What is your average cost per lead?

What is your current pickup rate for initial sales calls? (What percentage of leads do you successfully speak with?)

What is your average cost per acquisition (CPA) for a new customer?

What time windows are you available to take sales appointments?