Front Desk AI Intake Form - Sterling Media House

Please enable JavaScript in your browser to complete this form.

1. Legal Business Name *

2. DBA (if different)

3. Primary Contact — Name *

4. 30. your

3. Primary Contact — Title

3. Primary Contact — Phone *

3. Primary Contact — Email *

4. Secondary Contact — Name

4. Secondary Contact — Phone

4. Secondary Contact — Email

5. Service Area

What cities, counties, or radius do you serve?

6. Years in Business

7. License / Insurance Numbers (if applicable — roofing, electrical, HVAC, etc.)

8. Current Website URL (if any)

9. Do you have an existing logo and brand colors?

Yes — we'll provide files
No — we need SMH to create branding

10. In your own words — what makes your business different from competitors?

This becomes your ad copy and site copy.

11. Choose your brand tone:

Professional / Corporate
Friendly / Local
Aggressive / Bold
Other

12. Are there any words or claims you legally CANNOT make? (e.g., "licensed" if not licensed)

13. Who is your target customer?

Residential
Commercial
Both

14. What is your typical job value? (average ticket size)

15. List all services you offer, ranked by priority/profitability:

16. Any services you want to STOP getting leads for?

17. Current specials, financing options, or guarantees to promote?

30. What is your current call volume?

Rough estimate per day/week

31. What's your biggest phone pain point?

Missed calls
Slow follow-up
After-hours coverage
Too many spam/tire-kickers
Other

32. Business Hours — Open

32. Business Hours — Close

32. Days Open

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

33. How should the AI handle calls?

Answer all calls (primary receptionist)
After-hours / overflow only
Screen and forward qualified leads to a live person

34. What is an "emergency" that should ALWAYS go to a human immediately?

e.g., burst pipe, no AC in summer, roof leak

35. What scripts or FAQs should the AI know?

Pricing ranges, service area limits, common objections

49. Who receives new leads/bookings?

One person
Dispatch team
Round-robin to multiple techs

49. Name (if one person)

50. What calendar system do you use?

Google Calendar
Calendly
Jobber
Housecall Pro
ServiceTitan
None — need a booking system set up
Other

51. Do any jobs require a manual quote instead of instant booking?

Yes
No — all can be booked instantly

51. Which jobs? (if yes)

52. Confirm you have access to:

Google Business Profile
Google Ads account (or can create one)
Domain registrar / hosting (for DNS changes)
Social media accounts (Facebook, Nextdoor, Yelp)
Current CRM / scheduling software

53. What is your current phone system/number?

53. Number Status

This number stays
We need a new tracking number

54. Social Media Handles — Facebook

54. Social Media Handles — Instagram

54. Social Media Handles — Nextdoor

54. Social Media Handles — Yelp

54. Social Media Handles — Other

55. Billing Contact — Name

55. Billing Contact — Email *

55. Billing Contact — Phone

56. Preferred payment method:

Stripe (we'll send link)
ACH / Bank Transfer
Credit Card
Invoice / Check

57. How often do you want performance reports?

Weekly
Monthly
Dashboard self-serve (Insights)
Only when I ask

58. Who should receive reports?

Owner only
Owner + Office Manager
Other

59. Target go-live date:

Format: MM/DD/YYYY

59. Go-Live Timing

ASAP

60. Any hard deadlines?

e.g., before storm season, holiday rush

61. Preferred communication channel for ongoing support:

Text
Email
Slack (we'll invite you)
Phone calls

62. Team Member 1 — Name

62. Team Member 1 — Email

62. Team Member 2 — Name

62. Team Member 2 — Email

Upload Your Assets

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Please upload any of the following: logo files, brand guidelines, team/location photos, existing marketing footage or videos, and any relevant business documents (licenses, insurance certs, etc.)

Or link to Google Drive / Dropbox

Front Desk AI (Voice) Intake Form