Step 5: Fill Out This A.I Intake Form

INFO COLLECTION

First Name *

Last Name *

Phone *

Email *

What State do you live in? *

What is the name of your city? *

What is your home address? *

Explain what you need our help with *

What are your goals working with us? *

Business Name *

What niche are you in? (real estate, roofing, solar, mortgage) *

Where is your business located? *

Service Areas *

Business Hours *

How much do you make per close? (go into detail if needed) *

Partner lender info *

Main goal of the A.I (lead capture, booking, FAQs, etc.) *

Loan types (FHA, VA, conventional, refinance) *

Data Collection: (name, email, phone, credit score, income, property type, down payment, etc) *

What CRM/lead storage system are you currently using? (Airtable, Sheets, Salesforce, etc.) *

What is the login details to your CRM/Lead storage system? (for integration purposes) *

Scheduling tool & times (Calendly, Google Calendar, 9am - 5pm/mon to friday, etc.) *

Follow-up rules (frequency, channel: call/SMS/email) *

Compliance notes (disclaimers, GDPR/CCPA, industry rules) *

A.I intro script *

A.I Tone of voice (male, female: professional, friendly, etc) *

Paste your website down below *

Please attach any extra info we might need (pdfs, files, previous scripts, etc) if none leave blank

Please attach any brand logos, files, graphics, & videos that we can use for marketing: *