Client Intake Form — Peak AI Office

Business Basics

Let's start with the fundamentals. This information will be used to identify your business and set up call forwarding.

Company Name (as the AI should say it) *

Please enter your company name.

Business Phone Number * The number calls will forward from

Please enter your business phone number.

Business Address / Service Area *

Please enter your address or service area.

Website URL Optional — helps us understand your brand

Primary Contact Name *

Please enter your name.

Primary Contact Email *

Please enter a valid email address.

Hours of Operation When is your business open?

AI Persona & Greeting

This is how your AI will introduce itself and interact with callers. The more specific you are, the more natural it will sound.

What should we name your AI? * e.g., Sarah, Alex, or just "the virtual assistant"

Please provide a name for your AI agent.

How should the AI answer the phone? * Write the exact greeting script

Please provide a phone greeting script.

What tone should the AI have? *

Please select a tone.

Describe your custom tone

Services & Pricing

Help your AI understand exactly what you offer — and what you don't. This prevents bad leads and wasted calls.

What are your core services? * List them in detail — the AI will use this to answer "what do you do?"

Please list your core services.

Do you offer free estimates or inspections?

Yes No

What is the cost of a service call or diagnostic fee?

Services you do NOT provide Important — helps the AI turn away bad leads

Scheduling & Call Routing

Tell us how you want calls handled — booking, messaging, or transferring. This is the core of how your AI will work.

What is the primary goal of the AI? * What should happen at the end of most calls?

Please describe the primary goal of your AI.

Booking calendar link e.g., Calendly, GoHighLevel, Jobber — leave blank if not applicable

Emergency call handling * What should the AI do if a caller has an urgent emergency?

Please describe how to handle emergency calls.

Frequently Asked Questions

Provide the top 5 questions your customers ask every day, along with your preferred answers. Your AI will use these verbatim.

FAQ #1

FAQ #2

FAQ #3

FAQ #4

FAQ #5

Lead Qualification & Spam Handling

The final piece — teach your AI to filter out bad leads and handle unwanted calls professionally.

Lead qualification questions * What should the AI ask to qualify a lead before booking?

Please provide at least one lead qualification question.

How should the AI handle solicitors or salespeople? *

Please describe how to handle solicitors.

Anything else we should know? Special instructions, things the AI should never say, important context, etc.

✅

You're all set!

Thank you! We've received your intake information and will begin building and training your custom AI Receptionist. You'll receive a private demo number to test within 48 hours.

Questions? Email us at dpeak@peakaioffice.com

PEAK AI OFFICE

You're all set!