Your Information

First Name

Last Name

Phone

Business Name

Website

If you've hired an outside marketing agency, please share their information so that we may collaborate on converting your leads

Hired agency name

Hired agency contact person

Hired Agency phone

Hired Agency Email

Hired agency website

Which CRM (if any) do you use for lead nurturing?

What software do you use to manage appointments?

Which calendar (in your CRM) are we booking appointments on?

What would you like to name your Voice AI Agent?

Would you like your AI agent to be bilingual Spanish, or only speak English?

What area code do you prefer for your assigned phone number?

What greeting would you like used when answering inbound calls?

Please list any marketing offers that you're advertising:

What questions would you like callers asked (prior to booking or leaving a message):

Please state Name, Phone, Email of everyone on your team that may get calls:

Please list or link to your Company FAQ's (what callers might ask, and how you would like it answered):

Please answer the following questions about how you would like appointments booked

If your business is mobile, please list the areas (cities or zip codes) that you service:

What is your cancellation policy on booked appointments:

Please note any other details about your business that you would like us to know:

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