Client Onboarding & Intake

A - About you

Your name *

Email *

Business name *

Your role

Website

Phone

Social media (Instagram, Facebook, LinkedIn)

Where are you based?

Years in business

B - Your business

So I understand what you actually do before I suggest anything.

What does your business do? *

How many people work there (including you)? *

Roughly how many customer enquiries a week? (calls, emails, DMs, forms) *

Under 20 20-100 100-500 500+

What is one customer worth to you, roughly?

Who answers the phone today?

C - What is costing you time

Tick everything that hurts. This is what your agents will take off your plate.

If you could hand ONE job to a machine tomorrow, what would it be? *

D - What you use today

So we plug into your world instead of replacing it. Tick what you already have.

Phone

Just my cell Google Voice RingCentral Answering service

Cloud / email

Google Workspace Microsoft 365 Dropbox Other

Anything else you rely on?

E - Where you'd like to start

Everyone starts with a monthly plan. Builds and custom installs are quoted after we talk.

Pick your monthly plan *

One-time setup fee, then a flat monthly. We build it, install it and run it for you.

Pilot$1,000/mo + $1,000 setup Team$2,500/mo + $2,500 setup Company$5,000/mo + $5,000 setup Not sureHelp me choose

Quoted after our call

Just flag your interest - I'll price these once I understand what you actually need.

I may want to own the system outright (a one-time build) I need a custom install - the missing half of my business

F - Practical details

When do you want this live? *

Budget you have in mind

Who signs off on decisions?

Best way to reach you

Do you have a logo, brand colours and copy ready?

Yes, ready Some of it No - I need help with that

Anything I haven't asked that I should know?

Signature (type your name)

Date