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What type of business do you own or represent?
Mortgage or Lending
Real Estate
Medical or Dental Practice
Home Services (plumbing, HVAC, roofing, etc.)
Insurance or Financial Services
Other:
How many inbound calls do you typically receive per week?
Under 25
25–100
100–250
250–500
500+
How many outbound calls do you typically make per week?
Under 25
25–100
100–250
250–500
500+
How do you currently handle after-hours or missed calls?
Voicemail only
Forward to my cell
Answering service
Internal staff rotation
We don't have a system yet
How quickly do you follow up with new leads?
Instantly (within minutes)
Within a few hours
Same day
Next day or longer
What percentage of your inbound calls turn into booked appointments or sales?
0–25%
25–50%
50–75%
75–100%
I'm not sure
Do you currently use any automation tools for lead follow-up or scheduling?
Yes – CRM or AI assistant
Yes – basic auto-reply or text message
No, it's all manual
Which features sound most valuable to you? (Select all that apply)
24/7 call answering
Appointment booking
Outbound lead follow-up or qualification
Customer reminders or re-engagement
Call transcription and CRM integration
How comfortable are you with AI handling customer conversations?
Very comfortable – I want to automate as much as possible
Somewhat comfortable – I'd like to start small
Unsure – I need to see it in action first
Not comfortable yet
What's your main goal with conversational AI?
Reduce missed calls / improve availability
Save staff time
Qualify or nurture leads automatically
Increase booked appointments
Improve customer experience
When are you looking to get started?
Immediately (this week)
Within 30 days
Within 3 months
Just exploring for now
Who would be the main decision-maker for this project?
Me
My business partner
Someone on my team
What's your preferred way to see the AI in action?
Live demo call
Video walkthrough
Case study or sample recordings
Name *
Company Name *
Phone *
Email *
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