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Intake Form

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How it Works
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Voice AI Business Intake Form

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Help us understand your business so we can show you how Voice AI can save time, reduce costs, and grow revenue.

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Business Information

Business Name:

Industry / Type of Business:

Website:

Contact Name & Role:

Email:

Phone:

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Team & Operations

How many employees do you currently have?

Do you currently have a dedicated receptionist, call center, or team handling calls?

What are your business hours?

If other:

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Sales & Customer Journey

How do most of your leads come in? (check all that apply)

Phone calls

Website forms/chat

Walk-ins

Referrals

Paid ads (Google, Facebook, etc.)

Other

If other:

What is your current sales process? (brief description)

Who currently handles incoming sales calls or leads?

How quickly are leads followed up with after first contact?

Do you currently lose leads due to missed calls, after-hours calls, or slow follow-up?

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Challenges & Bottlenecks

What challenges are you facing that may be limiting growth? (check all that apply)

Missed calls / lost leads

High cost of staffing phones

Inconsistent sales process

Lack of time to follow up with leads

Scheduling inefficiencies

Customer service wait times

Other

If other:

What is the average value of a new customer/client to your business?

What percentage of your leads do you think you convert into paying customers?

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Voice AI Fit

What functions would be most valuable for a Voice AI to handle for your business? (check all that apply)

Answering and routing calls

Qualifying leads before sending to sales

Scheduling appointments

Taking orders / reservations

Customer service / FAQs

Outbound follow-up calls to leads

Payment reminders / collections

Other

If other:

Would you prefer your AI to:

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Final Notes

What would success with Voice AI look like for your business?

Is there anything else we should know about your business or sales process?

Thank you for contacting us.
We will get back to you as soon as possible.

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