First Name
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Last Name
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Email
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Phone
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What do you need help with?
Help Train Your Staff
Hire Our Staff
Discuss Marketing Strategies
CRM Set up & Automations
Phone Connection (A2P Registration)
AI Chat Bots Build Out (Voice)
AI Chat Bots Build Out (SMS, WhatsApp, Website Live Chat, FB Messenger)
Website Development (Service-based or Ecommerce)
Landing Page Creation
Facebook Ads
Social Media Posting + Management (Organic)
Email Marketing and Nurture Sequences
Blogs
Search Engine Optimization
Video Editing & Reels Request
Graphic Design, Banner Design, Product Mock-ups
Technical Support in General
Discuss Marketing Strategies with the Team
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What positions do you want us to train?
How many people will attend the training?
What skills or tools do you want us to cover?
How would you like the training to be conducted?
Live via Zoom
Recorded videos
On-site training
Combination of both
What is your target start date for the training?
What role do you need to hire for?
What main tasks will this person handle?
How many hours per week and what time zone?
What is your budget range for this role?
When do you want the staff to start?
Are you setting up a new CRM or improving an existing one?
New Setup
Migration
Fixing Existing CRM
What tasks do you want automated?
Lead Follow-ups
Appointment Reminders
Payment Notifications
Review Requests
Welcome Messages
Others
How many people will use your CRM?
Do you want to connect any of these tools?
Domain Name (from GoDaddy, Namecheap, etc)
Facebook / Google
Email (Gmail/Outlook)
Stripe / PayPal (Payment Provider)
Would you like us to import your existing contacts?
Yes
No
What do you want to do with the phone number connected to the CRM?
Set up a new phone number
Buy a new CRM phone number and connect my existing number via call forwarding
Which country are your calls or texts coming from?
Do you want calls recorded for quality purposes?
Yes
No
Do you understand that purchasing a phone number will incur a monthly rental fee, and that any texts or calls will be billed separately based on usage?
Yes, I understand and agree.
No, I do not agree and would like more information.
Please note any special billing or usage requirements.
What do you want the Voice bot to do?
Book appointments
Answer common questions (FAQs)
Route calls to a team member
Take messages after hours
Provide business info (hours, location, pricing ranges)
Other (please describe)
What is the chatbot’s main purpose? (if the purpose is different from the voice bot)
Which platforms should the chatbot work on?
SMS
WhatsApp
Website Chat
Facebook Messenger
What language(s) should the bot speak?
Voice Bot Tone & style (pick all that apply)
Casual but professional
Short and to the point
Friendly and easy to talk to
Formal/business
Voice Bot Objective (1–2 sentences)
Let the Voice Bot Stay on topic?
If “Yes”, the bot will gently guide the caller back when topics are unrelated.
No
Match the caller’s language?
Yes
No
Links where the the Voice Bot can learn from (paste all that apply)
How should the voice bot answer questions? (Answer Rules / Style Guide)
You can also attach a google doc link.
Common Scenarios for the Voice Bot (add at least 5–10)
You can also attach a google doc link.
Please upload a file (document) or share a Google doc link for the list of FAQs (with approved answers).
Please upload a file (document) or share a Google doc link that has the Escalation rules
Booking details (if the voice bot can book)
Data for the voice bot to capture on every call?
Caller name
Callback number
Email (if available)
Topic/intent (reason for call)
Booking preference (date/time)
Notes/summary
Call Recording (if available)
List of words and phrases for the voice bot to avoid:
Compliance & privacy notes (if any) for the voice bot to learn:
What is the main purpose of your website?
Informational / Company Website — A site that introduces your brand, services, team, and contact details. (Example: “About Us,” “Services,” “Contact Page”)
Lead Generation Website — A site designed to collect inquiries, bookings, or quote requests through forms or calls.
E-Commerce Website — A site where customers can browse products, add to cart, and complete their purchase online.
How many pages do you want?
3–5 (Standard Business Site)
6+ (Full Website)
1 (Landing Page)
Do you already have a domain name (e.g., yourbusiness.com)?
Yes
No
Do you already have a hosting provider?
Yes
No
Not Sure
What type of design do you prefer?
Modern and Clean
Corporate and Professional
Creative and Bold
For a Landing Page, what are you promoting on this page?
What should visitors do on your page?
Fill out a form
Book a call
Purchase
Download
Do you have images or text ready?
Do you have an existing brand guideline, style guide, or logo package that you'd like us to follow for your website design?
Please upload your business logo: