Customer Intake Form

AI SUITE

Your Name:

Company Name:

Business Address:

Phone Number:

Email Address:

Website Address:

How Did You Find Us or Who Referred You?

Which Package Are You Interested In? (Starter / Growth / Authority / unsure yet)

Number of Business Locations:

Business Country: (SMS and phone-answering only work in the U.S. and Canada — international clients get web chat and WhatsApp only)

Will You Forward an Existing Phone Number, or Do You Want a New Dedicated One?

Do You Want the AI to Book Appointments Directly? If Yes, What Scheduling Tool Do You Use? (BookMeNow, Google Calendar, Microsoft Calendar, or other)

Business Hours & Services (for the AI's knowledge base)

Common Questions Your Customers Ask (so the AI can answer them correctly)

Do You Currently Use a CRM? If Yes, Which One?

Desired Start Date:

Any Other Questions or Comments?