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Contact & Company Info

Full Name *

Company Name *

Phone *

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Project Overview

Briefly describe what you’re looking to automate or improve: *

What is the primary goal of this project? *

Save Time
Increase Sales
Streamline workflows
Improve follow-up
Other (Use text box below to describe)
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Other goals?

Services You’re Interested In

Select all that apply:

Inbound/Outbound AI calling

CRM setup

Sales pipeline automation

Lead follow-up automations

Email or SMS sequences

Custom dashboards / reporting

Calendar booking / routing

Other (Use text box below to describe)

Other service:

Systems You Currently Use (or Want to Integrate With)

Check all that apply:

QuickBooks

Google Sheets

Slack

Zapier

n8n

Calendly / Cal.com

Stripe

Mailchimp / Klaviyo

Custom Website or API

Other (Use text box below to describe)

Other systems:

Team & Workflow

How many team members will use the system?

Will each team member need access to their own leads or contacts?

Yes
No
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Do you already have sales or support workflows you’d like us to replicate or improve? If so, please describe:

Access & Timeline

Do you already have login access to the tools selected above? *

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Ideal start date: *

Do you have any hard deadlines? *

Budget & Expectations

What budget range are you expecting for this project? *

Anything else you’d like us to know?

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