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Thank you for you business!
SECTION 1 — BUSINESS BASICS
Email address?
*
What is the full legal name of your practice?
What is your business address?
What is your main phone number?
What is your website URL? (leave blank if none)
What are your office hours? List each day.
List each staff member — their name and their role.
Do you have any social media pages? List them. (leave blank if none)
What geographic area do you serve? Do you travel to customers or are you location-based only?
List any certifications, awards, years in business, or credentials you want customers to know about.
What email address should your AI agent use when contacting customers?
SECTION 2 — SERVICES
List every service you offer. For each one include: service name, brief description, and price or price range.
Are there any services you plan to add soon?
Are there any services you used to offer that you've stopped? (So your agent never mentions them)
Do you offer any package deals, memberships, or payment plans? Describe them.
Do you offer free consultations? If so, how long and what's covered?
What is your most popular service?
What service do you most want to grow or promote right now?
Is there anything about your pricing that is flexible, negotiable, or situational?
SECTION 3 — CUSTOMERS
Describe your ideal customer in detail — age range, background, lifestyle, goals.
Who are your main competitors, and what makes you different from them?
Who are you NOT a good fit for? (types of customers you'd turn away or refer elsewhere)
What are the top 10 questions new customers ask before buying or booking?
What are the top 5 concerns or objections customers have before committing?
What do customers say most often about why they chose you specifically?
What results or outcomes do your customers most commonly experience?
Do you have any testimonials or reviews you want your agent to reference? Paste them here.
SECTION 4 — BOOKING & SCHEDULING
How do customers currently book with you? (phone, website, walk-in, etc.)
What information do you need from a new customer before their first appointment or order?
How far in advance can customers book?
What is the minimum notice required to reschedule or cancel without a fee?
Is there a cancellation fee? If so, how much and when does it apply?
Do you offer same-day appointments or same-day service?
Do you offer same-day appointments or same-day service?
Are there any times you do NOT want bookings? (lunch breaks, certain days, etc.)
Do new customers need to complete any paperwork or forms before arriving? If so, what?
What happens when you are fully booked? Do you have a waitlist?
SECTION 5 — BILLING & PAYMENT
What forms of payment do you accept? (cash, card, check, etc.)
Do you require a deposit before starting work or before an appointment? If so, how much?
Do you offer payment plans? If so, how do they work?
Do you accept insurance? If yes, which plans do you accept and which do you not accept?
What is your refund or cancellation policy?
Who handles billing questions — is there a specific person or contact customers should reach?
Is there anything about your billing process that is unique or that customers commonly ask about?
SECTION 6 — COMMUNICATION STYLE & TONE
How would you describe the personality of your business? (professional and formal / warm and casual / somewhere in between)
What words or phrases do you commonly use with customers that feel natural to your brand?
Are there any words, phrases, or tones you want your agent to completely avoid?
Should your agent refer to customers formally (Mr./Mrs.) or by first name?
How do you want your agent to sign off on emails or messages? (example: "Warm regards, the [Business Name] team")
What makes the way you communicate with customers feel different from your competitors?
If your business had a personality like a person, how would you describe it in 3-5 words?
SECTION 7 — CURRENT OPERATIONS & PAIN POINTS
Walk me through what happens from the moment a new customer contacts you to when they become a paying customer. Every step.
Are there any situations where a customer should be immediately escalated to you personally rather than handled by the agent? Describe them.
Where does that process most often break down or slow down?
Where does that process most often break down or slow down?
What tasks take up the most of your or your team's time that you wish were handled automatically?
How quickly do you currently follow up with new leads or inquiries?
What happens when someone contacts you after hours?
Do you currently send appointment reminders? How?
Do you currently ask customers for reviews? How?
What software or apps do you currently use to run your business? List all of them.
What do you wish your current setup did that it currently does not?
SECTION 8 — WHAT YOU WANT BUILT
From the list below, select every service you want set up for your business.
AI agent accessible via phone or text
Automated lead follow-up (contacts new inquiries automatically)
Automated appointment reminders
Automated review requests after visits or purchases
AI receptionist that answers calls after hours
AI chat widget on your website
Brand new website with AI built in
Automated new customer intake and paperwork collection
Automated re-engagement for inactive customers
Internal agent for staff use (answers staff questions about policies and procedures)
OMI knowledge capture (system that learns continuously from real conversations)
Monthly performance reporting
Is there anything specific you want automated or handled by AI that is not listed above? Describe it in as much detail as possible.
Is there anything you absolutely do NOT want the AI agent to do or say? Any hard limits.
On a scale of 1 to 10, how comfortable are you with technology?
A
1
B
2
C
3
D
4
E
5
F
6
G
7
H
8
I
9
J
10
Who on your team will interact with this system the most, and what is their tech comfort level?
SECTION 9 — GOALS & SUCCESS
What does success look like to you 90 days after this system is running?
What is the single biggest problem you want this to solve?
Is there a specific revenue or customer volume goal you are working toward this year?
How will you know this was worth the investment?
Is there anything about your business you are hoping to change or improve in the next 6 months that your AI system should support?
SECTION 10 — ANYTHING ELSE
Is there anything about your business that is unique, sensitive, or important for me to know that I haven't asked about?
Are there any documents, files, or templates you want to send me? (intake forms, service menus, scripts, price lists, logos, etc.)
Click to choose a file or drag here
Size limit: 10 MB
How do you prefer I contact you for updates or questions during the build? (text, email, call)
Click to choose a file or drag here
Size limit: 10 MB
What questions do you have for me before we get started?
Submit
