Client Application

First Name *

Last Name *

Phone *

Email *

Preferred Method of Contact *

Role / Title of Contact

How Did You Hear About Us? *

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Set aside 30 minutes... This form fuels your custom setup!

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The better your answers, the stronger your launch.

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Have Ready:

Business Logins (socials, site, CRM, etc.)
Goals & Current Challenges

🚀

Let's Grow

Business Setup

Business Legal Name

Business Registration Number

Legal Business Owner Name(s)

Website

Business Category *

Company Stage

(Includes website design, landing pages, chat widget, content setup, etc.)

(Includes SEO setup, Google profile optimization, keyword strategy, etc.)

(Includes strategy, content creation, scheduling, engagement, etc.)

Social Media Management

Platforms to Manage *

Desired Posting Frequency *

Facebook Link

Instagram Link

LinkedIn Link

TikTok Link

YouTube Link

Google Business Link

(We’ll set up your ad accounts, build campaigns, and track results)

Advertising

Exclude Any Audiences?

Funnel Type

Core Offer or Promo

Need a Landing Page Built?

Yes

Ad Examples or Inspiration Links

Estimated Campaign Start Date

Estimated Campaign End Date (if any)

Ongoing Optimization Required?

(Includes reels, branding videos, B-roll, and editing)

Media Production

Purpose of Media

Indoor or Outdoor?

Equipment or Access Needs

Talent Involved

Brand Colors / Visual Guidelines

Tone / Style of Media

Reference Content / Inspiration Links

Editing Required?

Music or Soundtrack Type

Voiceover Needed?

Subtitle / Caption Overlay Needed?

Yes

Final Deliverables Requested

Rush Editing Required?

Yes

Media Notes

(Includes workflows, lead capture, follow-ups, and internal tools)

CRM & Automation

(Our voice AI can answer calls, qualify leads, and book appointments)

Voice-AI

(AI Phone Assistant)

Voice AI Agent Name

Agent Owner First Name

Agent Owner Last Name

Agent Timezone

Agent Operating Hours

Do you serve multiple locations?

Multiple Locations & Hours Details

Agent Calling Type

How many calls (inbound & outbound) does your business handle per month on average?

Primary Use Case. What type of calls will your AI Agent handle?

How should your Agent handle calls outside business hours?

Should your Agent be able to book appointments?

Do you have an appointment booking link you want your bot to send to clients?

Escalation Preferences

Escalation Preferences Additional Information

Number to Transfer Escalated Calls

Primary Business Number for AI Transfer to Live Agent

Preferred AI Voice Style

Voice Sex

Voice Language & Accent

Agent's Initial Message (Custom Greeting)

Details to Collect from Callers

Key FAQs or Information Your AI Agent Should Know

Specific Instructions or Preferences for your AI Agent

Do you have existing FAQs, scripts, or documents to train your AI Agent?

Upload Files about your business to train your Agent

Links to Train your Agent

Would you like your AI Agent integrated with other software?

Software Integrations Desired

Custom Integration Instructions

What goals do you want your AI Agent to achieve?

Any specific workflows / automations you're wanting this Agent to be able to help with?

Receive emails post-call completion?

Format Type to send to Email?

Is there anything else you’d like your AI Agent to know or do?

Bot Coverage

Is this replacing a live receptionist?

Custom CRM Fields & Information to Capture from Caller

Keywords or Topics to Avoid

Safety Limit Preferences

Voice-AI Notes

Branding & Identity

Logo & Brand Assets

Upload Logo (Optional)

Brand Colors (HEX or description)

Company Mission

What TRULY makes you Different?

Anything else you'd like to share?

Thank you!

We'll be reaching out soon!