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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?
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What is your phone number?
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What is your email?
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What's your business name?
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What industry are you in?
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What's your website or Instagram handle?
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What kind of service or product do you offer?
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How many people are on your team?
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How do leads usually find you? (Instagram, word of mouth, ads, etc.)
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What happens after a lead reaches out? Walk us through your process.
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How do you currently handle bookings or calls?
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Do you have a CRM or system to manage clients? (If yes, which one?)
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What manual tasks are draining your time every week?
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What part of your business feels chaotic or disorganized?
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Are you losing leads due to late replies or inconsistent follow-up?
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Do you consistently post content across social media?
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What do you want to automate first? (DMs, client onboarding, content, team tasks, etc.)
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What's your biggest priority right now? (Scale, save time, close more leads, organize ops)
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How soon do you want to start?
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What tools are you already using? (Instagram, Google Sheets, Slack, Notion, etc.)
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Are you comfortable with automation or is this brand new for you?
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What is your monthly revenue range? (Helps us customize your system)
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What is your monthly budget for automation support?
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