Workflow Solutions Intake

Workflow Solutions Intake

Please complete this intake form so we can review your request for Workflow Solutions. Choose the service you’re interested in and share a few details—our team will follow up with next steps after review.
What are you looking for?
What repetitive tasks take up the most time in your business right now? (missed calls, follow-up messages, appointment booking, reminders, invoicing, manual admin)
Where do you feel you may be losing clients or opportunities?
What happens when you miss a call or message?
How do you follow up with missed calls, inquiries, or leads?

Other
Timeline/Urgency
What outcome would help your business the most in the next 30–60 days?
What systems/tools do you currently use?

Other
Would you like a custom workflow recommendation and implementation plan?
Best time to reach you
Preferred method of contact
Business / Industry Type
Contact Name

First NameLast Name
Legal Business Name
We collect this information only for business SMS/text message verification and compliance registration. Please make sure the legal business name, EIN, and address match your IRS business records.
DBA?
We collect this information only for business SMS/text message verification and compliance registration. Please make sure the legal business name, EIN, and address match your IRS business records.
EIN
We collect this information only for business SMS/text message verification and compliance registration. Please make sure the legal business name, EIN, and address match your IRS business records.
Best Email
example@example.com
Business Street Address
Example: 123 Main St. We collect this information only for business SMS/text message verification and compliance registration. Please make sure the legal business name, EIN, and address match your IRS business records.
City
Example: Las Vegas
State
Example: NV or Nevada
Zip Code
Example: 90210
Best Phone Number for Project Updates
Please enter a valid phone number.Format: (000) 000-0000.
I agree to receive text messages (SMS) from VisionRise Solutions about my request, including links to forms, next steps, scheduling, and program updates. Msg & data rates may apply. Reply STOP to opt out, HELP for help.
How are inquiries currently coming in?

Other
How quickly do you currently respond to new prospects?
What should the first missed-call reply say?
Who should be notified when a prospect replies?
What happens when someone reaches out after hours?
What options should callers be able to choose?

Other
Do you need pricing, booking links, or service info sent automatically?
Service Area (cities + radius)
Business Hours (days + hours + time zone)
Caller Experience Preference
Top 3 Reasons People Call (in order)
Would you like callers routed to you live?
If yes, which caller types? (e.g., emergencies, donors, walk-ins)
If you don't answer, what should happen?
Qualifying questions or intake forms (service type, urgency, etc.)
Disqualifiers that end or route the call differently
Booking link (Calendly/booking site)
Quote/Estimate Request Form Link
Intake Form Link
Pricing/Services Link
Website Link
Social Media Link
Social Media Link
Other Links to Text
Name to Appear in Texts (Business name, representative's name, etc).
Opt-in Prompt before Texting Links
Include Business Hours in Auto-Replies?
Preferred SMS Tone
Where should leads be logged?
Please Specify.
Airtable Link or Create New
Lead Fields to Capture (Name, phone, reason, service type, urgency, zip code, etc).
What phone number should missed-call texts come from or connect to?
Please enter a valid phone number.Format: (000) 000-0000.
Using an existing phone number shown on your marketing?
Keep, Forward, Port, or use a New Number
Plan to text customers from this system?
Message types (links only, follow-ups, reminders, etc.)
Important messages the system should say or avoid.
Who should receive notifications(if enabled)?
Go-Live Date Goal

MonthDayYear
Date
What keywords should trigger replies? (e.g., BOOK, PRICE, HOURS, SERVICES, HELP)
What response should each keyword send?
Do you want links included?
When should the system route someone to a live person?
What are the main menu options? (Up to 3)
What intake questions should the system ask?
What counts as urgent or emergency?
Who receives routed requests?
Do you want phone, SMS, or both?
Do you need appointment booking or just intake/routing?
Which platforms should be connected? (Instagram, Facebook, TikTok, LinkedIn, etc.)
Do you want owner approval before replies are sent?
Do you want fully automated DM replies?
What common DM questions should the assistant answer?
Who should be notified when a high-priority DM comes in?
Which channels matter most right now?
Do you want all systems launched together or in phases?
What should happen when a prospect is ready to book or buy?
Who on your team should receive notifications?
What does a successful workflow look like after setup?
Describe your current workflow from first inquiry to completed sale/service.
What systems need to connect?
How many team members are involved?
What would you like automated, routed, tracked, or reported?
What is your ideal outcome from the audit?
Anything else we should know before the process review call?
Should be Empty: