QAI ONBOARDING FORM - SILVER

AI Growth Partner System

Your Business

Business Legal Name

Business Address

Business Phone Number

Business EIN

Business Type/Industry

Your Team and Contact Info

Primary Contact First Name

Primary Contact Last Name

Primary Contact Email

Primary Contact Phone

Your Systems

CRM Platform

Calendar System

Website URL

How Many Online Forms Do You Have?

How Your Business Runs Today

Business Hours

How many inbound calls does your business receive per day? (estimate)

How many of those calls do you think you miss per day?

How do you currently handle missed calls? (nothing, voicemail, call back later, other)

How many appointments/jobs does your business book per week?

What is your average appointment or job value in dollars?

What is your current average monthly revenue? (range is fine)

How many leads come through your website forms per week?

Do you currently track where your leads come from? (yes/no)

How quickly does someone respond to a new lead right now? (minutes, hours, next day, inconsistent)

Where You Want To Improve

What percentage of your leads actually book an appointment? (rough estimate)

How many no shows or last minute cancellations do you get per week?

Do you currently follow up with leads who don't book? (yes / no)

If yes, how?

How many hours per week does your team spend on manual follow up and admin?

Do you currently track your booking rate or close rate? (yes / no)