Onboard AI Pros Systems-Pro Intake

Business Profile

What is your Business Legal Name?

Business Website

Primary Contact

Business Phone Infrastructure

Traditional physical office landlines or older analog desk phones are not supported because they lack the technical ability to process smart call-forwarding codes.

Business Phone Infrastructure

Business Mobile / Smartphone (Verizon, AT&T, T-Mobile)

Cloud-based System (VOIP like RingCentral, Dialpad, GoHighLevel)

Current Service Provider

Primary Business Number

Primary Objective for AI Implementation

Live Handling & Routing

How would you like to handle your incoming customer calls?

Live Answer with AI Backup

Call Missed, Text-Back Rescue

Direct to AI Receptionist

Direct to AI with Live Human Escalation

Smart Priority Filter (Press 1 for Urgent, or Stay on Line for AI)

Proactive Lead Recovery

Automated Call-Backs: The AI proactively calls back leads who leave a voicemail to attempt live resolution or booking.

Manual Follow-up: I prefer to call back voicemails myself.

Workflow Integrations

Calendar Integration

Google Calendar

Calendly

None

Native CRM Syncing

Knowledge Extraction

Top 10 Essential FAQs

Deep Business Logic

Objection Handling

The "Never Say" List

Brand Vibe

Basic Persona Selection

Professional & Authoritative

Friendly & Casual

Custom Brand "Vibe" Engineering

Service Agreement & Authorization

Please review our Master Service Agreement (PDF) which governs your AI implementation, our 100% money-back guarantee, and the Live Safety Audit. Our onboarding process complies with our Accessibility Statement. If you require manual assistance, please contact support@onboardaipros.com.

Please review our Master Service Agreement (PDF) which governs your AI implementation, our 100% money-back guarantee, and the Live Safety Audit. Our onboarding process complies with our Accessibility Statement. If you require manual assistance, please contact support@onboardaipros.com.

I have read and agree to the Master Service Agreement and Website Terms.

Signature

Payments

You have selected the Systems-Pro implementation. This includes your AI configuration, the Safety Audit, the Calendar and CRM integration.

🔒 Secure Checkout: Processed via Stripe with 256-bit encryption. We never store your credit card details.

✅ Satisfaction Guarantee: If you aren't completely satisfied with the AI's accuracy and behavior during our Live Safety Audit, we will issue a 100% refund.

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