Welcome to the Team!
Tell us a bit about your brand so we can hit the ground running! 👇
Company/Business Name
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Type of Assistant
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Goal
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Who handles the majority of the leads and follow up?
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Can they be present during our onboarding calls? Or the next one?
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How many leads do you get a month?
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Can you break down what your current sales process looks like?
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What specific questions do you ask leads before they come in for their appointment?
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How do you currently respond to your leads?
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Do you want this Ai Assistant to act as you or just an assistant of the company?
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Is there any specific information we should let the Ai Assistant know?
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How do you currently book appointments?
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Where are your Leads coming from?
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What are you advertising and what does it do for the customer?
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Does the lead typically ask more about a specific service?
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Is there anything you don’t want your Ai Assistant to talk about?
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If the lead does ask about that topic, how would you like that handled?
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Will the leads be local or nationwide?
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If they are nationwide do you tell them where we are reaching out from?
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What would you like the bots name to be?
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