AI & Automation Information Form

Show us where time disappears, what customers need and which work should stay with people. We’ll plan the practical wins.

Less repeat work. More useful time.We’ll build around your real workflow, not a generic AI promise.

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Business basics

Start with the simple facts that help us understand the business and who we are planning for.

Business nameIndustry / serviceYour nameTown / area served

Tick the work that keeps pulling you or your team away from the important stuff.

Answering enquiriesQuotesBookingsFollow-upsInvoicingSocial postsAdminOther

Where do people contact you, and what do they need from you most often?

WhatsAppEmailPhoneFacebookWebsite

Typical questions customers ask

Set the boundaries. We will keep the right people in the loop.

Answer customer questionsBook appointmentsPrepare quotesHand over to a human

Tell us what is already in use so we can plan the simplest useful connection.

CalendarInvoicingCRMSpreadsheetsNone of these yet

Hours you want it active

Help us make the experience sound like your business and reach you at the right time.

LogoBrand coloursExisting websiteTone of voice guide

Best time to callPhone / WhatsAppEmailTarget deadline

How should the assistant sound?Optional — share your brand personality, examples or lines it should avoid.