New Client Questionnaire

The only Official 24/7 follow-up software for ...

1. Business Name/Practice Name? *

2. Business Website? *

3.Salutation? *

Ms.

Mrs.

Mr.

Dr.

4. First Name *

5. Last Name? *

6. What's the best phone number to get ahold of you at? *

7. What's the best email address for you? *

8. Thank you! Will you be the main point of contact? *

9. Okay. Who will be the main point of contact? *

10. What is the point of contacts position in the company? *

11. What is a good phone number for main point of contact? *

12. What about a good email for main point of contact? *

" Now we need your business address... Number & Street first, then it will ask for Suite #, city, state, zip * SEPARATELY *

13. Street name and number? *

*only street number and street name*

Location description? *

*help clients find your office easily*

14. Suite / Unit # (If any)? *

15. City? *

16. TWO-LETTER State? *

The two letter abbreviation of the state/province only

17. Zip? *

" Alright. Now more about your business...

18. The business/front desk phone number? *

19 . What are the hours/days of operation for your business/practice? *

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You're almost finished! These last few questions will help us in creating/training your Ai Assistant!

20. What are you currently doing for marketing?

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21. What are the 5-10 top questions you get from people interested in your services?

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22. What is your current price range?

23. What packages or services do you sell the most?

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24. What calendar software are you currently using?

25. What booking link do you currently send to clients?

26. What name would you prefer for your Ai Assistant?

27. Who handles the lead follow up?

28. Can that person be present during the Onboarding call?

Yes

Maybe

29. On average how many leads do you get a week?

30. What are your current qualifying questions?

31. Any additional information you think your Ai Assistant should know?

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