Please take a few moments (approximately 8–10 minutes) to complete this discovery form thoroughly and accurately. The information you provide enables us to design a fully customized CHILL AI receptionist—built to capture every call, schedule high-value appointments, and expand your business efficiently without increasing headcount.
Note: All fields are required to insure intake quality. If you don't know the answer to a question, you can just say "I don't know" or similar.

Contact & Business Info

First Name *

Last Name *

Phone *

Email *

Business Name *

Address *

Street Address

City

State

Country

Postal Code

Business Website *

The Problem

When you really pause and notice your phone habits, how many calls do you think your business actually misses in a typical week right now, and what does that quietly cost you in lost revenue and reputation? *

Imagine one of those missed calls was your perfect, high-ticket customer; what is the realistic lifetime dollar amount you just watched drift to a competitor because nobody picked up in time? *

When a caller hears voicemail or endless ringing, what story do you believe they tell themselves about your business, and how does that make you feel as the owner? *

If you discovered a secret report showing exactly how much marketing spend is being wasted because calls aren't answered live, what number would honestly scare you? *

Walk me through what actually happens, step-by-step, when your main line rings right now during a busy time—who scrambles, who's interrupted, and what important work gets dropped because of that ring? *

The Scale

How many calls does your main business line receive per day on average? *

How often do you or your team feel annoyed or exhausted by the phone, and what does that mental drain silently do to your focus, follow‑up, and leadership? *

When a caller is 'not a fit,' how much time do you think your team spends politely handling them, and what high-value activities never happen because of those interruptions? *

If you added up all the time your key people lose each day because they're being pulled in and out of deep work by the phone, what do you believe that adds up to in hours and dollars per month? *

If you could see a simple dashboard of every missed, abandoned, and poorly handled call over the last 30 days, what patterns do you secretly suspect would show up? *

Your Vision

Imagine waking up tomorrow and realizing every single call in the last 24 hours was answered instantly, 24/7, by a calm AI receptionist; what would you immediately notice in your stress levels, schedule, and bank account? *

If your phones were handled perfectly, all day and all night, what bold growth moves would become possible now that you weren't chained to the next ring (new locations, bigger ad budget, higher prices, new offers)? *

Imagine your ideal prospect calling three times in one week; how would you want them to feel about your brand by the third call because of how consistently they were greeted, helped, and booked? *

When you picture a 'perfect' phone experience for your best customer, what are the non‑negotiable standards (speed, tone, empathy, problem‑solving) that must be present every single time, without fail? *

Imagine reading a week's worth of call transcripts; what phrases, attitudes, or mistakes would make you instantly say, 'This can never happen again in my business'? *

When you think about going on vacation or even taking a full unplugged weekend, what specific worry about missed calls or dropped balls keeps you checking your phone—and how would life feel different because that worry was handled? *

Business Snapshot

What industry are you in? *

How many years have you been in business? *

What territories or service areas do you currently serve? *

Do you have a dedicated business phone line, and if so, what type is it (cell, VoIP, traditional landline)? *

What are your typical business hours (days and times you want calls covered)? *

How many people on your team currently need to receive calls, notifications, or booked appointments? *

How many different booking calendars do you actively use today? *

What calendar system(s) do you use right now? (e.g., Google Calendar, Outlook, GoHighLevel, Calendly, other) *

What CRM or main system do you use to track leads and customers today, if any? *

Do you track incoming calls already in any way? If yes, how? *

Which marketing channels are you actively using to drive calls and leads right now? (e.g., Facebook Ads, Google Ads, SEO, referrals, mailers, other) *

What messaging platforms do you currently use to communicate with customers? (e.g., SMS, Facebook Messenger, WhatsApp, email, other) *

What are the main phone number(s) callers use to reach your business? *

How Calls Should Be Handled

Walk me through how you ideally want calls to be routed—for example: new leads vs existing customers, emergencies, sales, service, or billing. Who should get what? *

In a typical day, how many of your calls would you like the AI receptionist to fully handle end‑to‑end (answer questions, qualify, book) versus pass through to a human? *

What are the top 5 most common questions your callers ask? *

Because every business has edge‑cases that can hurt trust, what sensitive scenarios (angry callers, emergencies, VIPs, large deals) do you most want the AI receptionist to protect you from mishandling? *

Imagine your AI receptionist is handling calls exactly the way you want: what would you consider a 'win' for a typical new‑caller conversation? *

Are there any phrases, promises, or positions you absolutely do not want the AI to say on your behalf? *

Are there any phrases, guarantees, or brand messages you want it to always reinforce when speaking to your best prospects? *

Do you have any existing scripts, FAQs, or internal documentation you want us to base the AI's responses on? If yes, briefly describe what you have. *

Do you have a preferred style and voice tone for your receptionist (formal, friendly, casual, high‑energy, calm, etc.)? *

Future Goals & Fit Check

If your call coverage stopped leaking money and became a growth engine, what specific revenue or profit number would make you say, 'This AI receptionist decision changed everything for us'? *

Imagine we install CHILL AI and, 90 days from today, you look back at your call data, close rates, and revenue; what specific proof would make you feel certain this was one of the smartest decisions you ever made as an owner? *

Right now, what is the real reason you haven't already fixed your call coverage problem, and what has that hesitation quietly cost your business over the last 6–12 months? *

Over the next 12 months, what are your top 3 business priorities (for example: more leads, higher close rate, better client experience, expanding to new areas, hiring less, working fewer hours)? *

Are you looking to expand into new territories or service areas in the near future? If yes, where and on what timeline? *

In one sentence: if CHILL AI does its job perfectly, what outcome do you most want it to deliver for your business? *

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