AI Automation Client Intake Form

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- AI Automation Client Intake Form

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AI Automation Client Intake Form

Help us understand your business so we can tailor an AI system that saves time, increases leads, and boosts revenue.

Business Information

Name

Business Name

Website URL

Industry

Location

Best Email

Phone Number

Business Goals & Challenges

What’s your biggest growth challenge right now?

Not getting enough leads Leads not converting Missed calls or follow-ups Website not performing Marketing not producing ROI# Others

(Others) What’s your biggest growth challenge right now?

If you could automate one part of your business today, what would it be?

How would you describe your current growth over the past 6 months?

Growing steadily Flat / Stagnant Declining Unsure

Smart AI Website

Do you currently have a website?

If yes, how well is it converting visitors into leads or calls?

Excellent – lots of leads Decent – could improve Poor – not generating leads Not sure / don’t track

What’s one thing you’d like your website to do better?

Smart AI Website

How many calls or messages do you miss each week (estimate)?

0–5 5–10 10–20 20+ Not sure

Who currently answers or responds to new inquiries?

Would you like a 24/7 AI Receptionist to handle calls, texts & bookings automatically?

AI Automation Systems

Do you use any CRM or automation tools today?

GoHighLevel HubSpot ActiveCampaign None Other

(Other) Do you use any CRM or automation tools today?

Which repetitive tasks would you like to automate?

Lead follow-ups Appointment reminders Customer reviews Email/SMS marketing Reporting & dashboards Other

(Other) Which repetitive tasks would you like to automate?

How much time could automation save your team weekly?

1–5 hours 5–10 hours 10–20 hours 20+ hours

AI Growth Marketing Stack (Leads, SEO, Paid Ads)

How are you currently generating leads?

Google Ads Facebook / Instagram Ads SEO / Organic Search Referrals / Word of Mouth Other

(Other) How are you currently generating leads?

Do you currently track where each lead comes from?

What’s your current average cost per lead (if known)?

Would you like us to help manage & track your leads automatically through our AI Growth System?

Final Details

What’s your monthly marketing budget range?

How soon are you looking to implement AI automation or marketing systems?

Any additional notes or goals you’d like to share?

Schedule Your Free Demo or Strategy Call

Ready to Grow Faster With AI?

Don’t keep losing sales, time, and money on manual work. Let AI handle the heavy lifting — and help your business run smarter.

Book My Free AI Growth Strategy Session

800-241-0684

Setting New Standards in Ai Automations

Turn Your Website Into a 24/7 AI Sales Machine That Never Sleeps

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Smart AI websites
AI receptionists
AI automation systems
AI growth marketing stacks

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