Massmarket Ai Onboarding Questionnaire

Service On-boarding Questionnaire

Thank you for choosing Massmarket Ai as your trusted partner in AI-driven sales and customer service solutions. We are excited to have you on board and are dedicated to offering you state-of-the-art tools and coaching to revolutionize your business processes.
Massmarket Ai - Pioneering AI Solutions

We are committed to propelling your business forward with our comprehensive Ai services. Our commitment to your success is reflected in:
⦿ Innovative AI Solutions: Harnessing the power of conversational AI to enhance customer interactions.
⦿ Personalized Coaching: Access to expert advice from industry leaders and our founder.
⦿ Comprehensive Support: Priority IT support and staffing services to ensure your business never misses a beat.
Onboarding Instructions:

Please provide the details requested below to facilitate the setup of your account. Prompt completion will enable us to get your systems operational swiftly.
Personal Information:
Full Name*

First NameLast Name
Phone Number*
(###) ###-####
Email*
example@example.com
I agree to terms & conditions provided by Massmarket AI.*

By providing my phone number, I agree to receive text messages from Massmarket AI. Visit massmarket.ai for more information.

Domain Hosting Provider:
Host URL:
Social Media Accounts:
G-Suite Business:
Facebook:

Or Give Access to us: (rob@massmarket.ai)
Instagram:

Or Give Access to us: (rob@massmarket.ai)
Website (WordPress/Webflow/Shopify):

Or Create Admin User: (rob@massmarket.ai, support@massmarket.ai)
URL:
Email Service Provider:

EX. Mailgun Account
URL:

Additional Login:

If we discussed using any of your assets in our meeting please submit logins here
Additional Credentials and Notes
Current GHL Login (if dont have GHL put N/A):
Account User To Have Access:*
ex. User Full Name + User Email
Zapier Login (If you don't have one put N/A):
Password:
Phone Number Porting Information:
Current Service Provider:
Ex. Twilio / Freedom voice
Phone Number to Import:*
EX. +1 610 111 1111

AI Conversational Agent Setup:
Business Descriptions:
Business Niche / Industry:*
Credit Repair, Solar, Real Estate, Medical Etc.
EZ Messenger Targeting*
mark N/A if no messenger or provide info on the types of people you want to reach on messenger. your target audicence, and how you think we can find them.
Business Role:*
Appointment Setter/Customer Service Rep
Calendar Availability:*
What are your overall business hours?
Give your AI agent a name:*
Opening Offer:*
Ex. Hello there! We are helping homeowners in MA take advantage of the tax credit that is about to go away next month. Have you looked into solar before?
Lead Qualifications or Special Instructions for AI*
More details create perfection. (Your expectations from the BOT)
Business Goal:*

Outbound CallsInbound CallsCustomer Service Calls

Business Operations:
Can you describe the nature of your business and the products or services you offer?*
Business Hours:*
Customer Interaction:
Preferred Outbound Nurture Channels:
How do you currently handle customer interactions and inquiries?*
What is the average volume of customer interactions you handle daily/weekly?*

Goals and Expectations:
What are your expectations from Ai in terms of sales and customer service?*
What specific goals are you aiming to achieve with our service?*
Team and Staffing:
Who will be our main point of contact during the onboarding process?*
Could you provide a brief overview of your team structure?*
Communication Channels:
What channels (e.g., email, phone, chat, social media) do you currently use forcustomer engagement?*
Which channel has been the most effective for your business and why?*
Performance Metrics:
What metrics do you currently track to measure customer service and salesperformance?*
Are there any benchmarks or key performance indicators (KPIs) you aim to achieve?*
AI Details:
Resources:
Please upload the script that your company currently uses that the AI should adhere to.*

Cancelof
If you signed up for the ai activated tier with database reactivation, please include a csv of any old data you would like to import into your system.

Cancelof
notes for imported data
Are there any specific keywords, phrases or topics that the AI should avoid?*
Error Handling:
How should the AI handle situations where it doesn't understand the user's request?*
What is the preferred method of escalation for issues the AI cannot resolve?*
What tone or style should the AI maintain?*
E.g., formal, casual, friendly, etc. feelfree to use adjectives
What key elements or responses should be included in this conversation?*
Should be Empty:

Service On-boarding Questionnaire