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Zyntrax Client Intake Form

Help us understand your business so we can design the perfect AI automation system for you.

What is your name?

What is your phone number?

What is your email?

What's your business name?

What industry are you in?

What's your website or Instagram handle?

What kind of service or product do you offer?

How many people are on your team?

How do leads usually find you? (Instagram, word of mouth, ads, etc.)

What happens after a lead reaches out? Walk us through your process.

How do you currently handle bookings or calls?

Do you have a CRM or system to manage clients? (If yes, which one?)

What manual tasks are draining your time every week?

What part of your business feels chaotic or disorganized?

Are you losing leads due to late replies or inconsistent follow-up?

Do you consistently post content across social media?

What do you want to automate first? (DMs, client onboarding, content, team tasks, etc.)

What's your biggest priority right now? (Scale, save time, close more leads, organize ops)

How soon do you want to start?

What tools are you already using? (Instagram, Google Sheets, Slack, Notion, etc.)

Are you comfortable with automation or is this brand new for you?

What is your monthly revenue range? (Helps us customize your system)

What is your monthly budget for automation support?