Client Intake Form

Thank you for choosing AI Agent Plug. We appreciate you taking time from a busy schedule to look at ways to improve the efficiency of your business. We are committed to learning how your operation runs and to supporting your business the way you want to run it.

Estimated time: 15–20 minutes. Your responses are confidential. If you are unsure of an answer, leave it blank and we will talk it through together.

Custom AI Team. Custom-built and quoted per business. No results are guaranteed. You are responsible for call-recording disclosure and consent. * Your email address is required before you can submit.

Package

Which package interests you?

DiscoveryStarter teamFull phone setupNot sure

1. Business and contacts

Business nameWebsiteIndustry

Primary contact (name, title)Email *Phone

Decision maker (name)Billing contact (name, email)Business hours and time zone

2. Goals and success Top three goals for an AI phone and email team What would a successful first 90 days look like?

3. Volume and capacity

Rough estimates are fine. These numbers help us understand the volume your team handles today.

Emails per day (average)Emails per day (peak)Inboxes / addresses

Email complexity% routine / repeat questions

Phone

Inbound calls per day (average)Inbound calls per day (peak)Outbound calls per dayAverage call length (min)

Calls per hour at peakCalls per hour off-peakMax simultaneous calls at peak% missed or abandoned today

Busiest days and hours

5. Handoff to humans

Who takes escalations (name, role)Phone / transfer numberHours available

What counts as an emergency, and who is phoned?VIP / priority callers

6. Rules and knowledge

What must the AI never say or promise?Where do your FAQs and policies live?

Greeting and toneWording for AI and recording notice

7. Systems and data

System namesAccess level for the AIEmail replies

8. Team and rollout

How would you like your team involved, and how would you like to begin? For example, you might start with test calls and a small share of your traffic, with your review at each step.

Internal project owner (name)Reviews weekly reports (name, email)Legal or compliance reviewer

Pilot preferenceTarget start dateHas automation gone wrong before?

9. Anything else Anything else we should know? I confirm the information above is accurate to the best of my knowledge.

Name (type full name)TitleDate

Thank you for your time and for sharing so openly about your business. We will review your responses and follow up to schedule a conversation. If you have any questions in the meantime, please contact us at support@aiagentplug.com.

Completing this form does not constitute an agreement.

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