AI & Digital Marketing Client Intake Form
Answer a few quick questions so we can recommend the most relevant growth solutions, automations, and AI assistants for your business. Takes ~3–5 minutes.
Who referred you?
BUSINESS INFORMATION
Business Name
*
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact
First Name
Last Name
Email
*
example@example.com
Mobile Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Website (if you have one — optional)
Website Hosting Provider
Please Select
Bluehost
GoDaddy
Hostinger
Namecheap
SiteGround
DreamHost
HostGator
A2 Hosting
GreenGeeks
WP Engine
Google Domains
Squarespace
Wix
Other (please specify in the field below)
I don't know
This is the company where your website domain is hosted (not the website builder). We need this to set up your branded email and DNS settings. Examples: Bluehost, GoDaddy, Namecheap, Hostinger, etc.
BUSINESS TYPE & SIZE
Briefly describe what your business does
Describe the products and services your company is offering?
Do you have a physical location customers visit?
Yes
No
We serve customers at their location
Do you offer your services local only?
*
Local only
Nationwide
Local, Nationwide & International
Business size ?
Solo entrepreneur
Small team (2-10)
Growing business (11-50)
Established (50+)
Other
BUSINESS ONLINE PRESENCE
Which best describes your website situation?
We have a website and update it regularly
We have a website but rarely update it
We have a basic website
We don’t currently have a website
How confident are you that customers can easily find your business online?
Very confident
Somewhat confident
Not confident
I’m not sure
Do you have a preferred platform you focus on more?
FaceBook
X
YouTube
TicTok
Instagram
LinkedIn
Google
REVIEWS & REPUTATION
Do you currently have a system in place to collect reviews from clients?
Yes
No
Not consistently
Do you actively respond to customer reviews?
Yes
No
Sometimes
What is your primary reputation challenge?
Not enough reviews
Negative or unfair reviews
Low star reviews
No monitoring or response system
Not sure
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LEADS & COMMUNICATION
Do you currently have a CRM or system to track leads?
Yes
No
Not sure
How do customers typically contact you?
Phone calls
Text messages
Website forms
Social Media
Walk-ins
Not consistent
Do you miss calls/text/leads outside business hours?
Yes
No
Not sure
An AI assistant would help if it could…
Answer missed calls
Respond to website chat
Qualify leads automatically
Book appointments
Follow up via SMS or email
GOALS
Top priorities right now (Limit to 4)
Improve local visibility
Rank higher on Google
Generate more leads
Improve reviews & reputation
Automate follow-ups
Save time / reduce manual work
Scale without hiring more staff
AI & AUTOMATION READINESS
How familiar are you with AI tools for business?
Very familiar
Somewhat familiar
New to AI
Just exploring
What best describes your interest in AI right now?
Actively looking to implement
Curious but unsure where to start
Open if it saves time or money
Just learning
Have you considered how AI tools (Google AI, ChatGPT, voice search) understand your business?
Yes
Somewhat
Not at all
I didn't know this mattered
Where would automation help most?
Customer communication
Marketing & visibility
Reviews & reputation
Scheduling & follow up
Internal operations
TIMING & BUDGET
If we identify clear opportunities, are you open to a short follow-up to review the findings?
Yes
No
Not at this time
Feel free to share anything else we may have missed
Save
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