Business Details

Legal Business Name *

Industry / Niche *

Business Phone Number *

Business Email *

Website URL

Physical Address

City

State

Country

Postal Code

DBA

Years in Business

Service Area

AI Call Handling Preferences

Should AI answer: All Calls or Missed Calls Only?

Business Hours

After-hours Preference (Message / Book / Text Follow-Up)

Escalation Preference (Transfer / Collect Info / Internal Alert)

Appointment Settings

Calendar Platform Used

Appointment Types

Appointment Duration

Buffer Time Between Appointments

Same-Day Booking Allowed? (Yes/No)

Lead & Follow-Up Preferences

Lead Response Timing

Enable Email Follow-Up?

Follow-Up Duration

Escalation if No Response

Reviews, Team & Brand Voice

Review Request Timing

Review Request Timing (Custom)

Negative Review Alert Recipient

Preferred Brand Tone

Unique Selling Proposition

Special Offers / Financing Options

Words to Avoid

What Happens Next?

Our team begins configuration within 24 hours of receiving this form.
Setup typically takes 2–3 business days.
We will internally test all automations and call routing before going live.
You will receive an activation confirmation once your AI system is fully live.

Client Authorization

I confirm that the information provided is accurate and authorize AI Smart Agency to configure my

system accordingly.

I agree that ThreeG Invest LLC may contact me with marketing texts and phone calls at this number, including calls made with automated, pre-recorded, or AI-generated voice technology. Msg & data rates may apply. Reply STOP to opt out.