Offstage AI — Smart Lead Engine Intake

01

About Your Business

Let's start with the basics so I understand who you are and what you're building.

Full Name *

Required

Business Name *

Required

Email Address * [email protected]" />

Please enter a valid email

What do you do, and who do you do it for? *

One or two sentences. Example: "I'm a business coach working with early-stage founders to build their first six-figure revenue."

Please describe what you do

How long have you been in business? *

Less than 1 year

1–3 years

3–5 years

5+ years

Please select one

Who else is involved in your business? *

Solo — just me

Me + a VA or assistant

Small team of 2–5

Team of 5–10

Please select one

02

The Problem We're Solving

This is the most important section. The more specific you are here, the faster the strategy session moves — and the better the system fits your business.

If you had to pick one thing costing you the most time or money right now, what is it? *

Be specific. Not "I need more leads" — but "I get 10 inquiries a week and follow up with maybe 4 of them because I'm too busy."

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Please give a specific answer (at least 50 characters)

Walk me through the last lead you lost or that went cold. What happened? *

What triggered the inquiry? What did you do? Where did it fall apart? If you can't remember a specific lead, describe what "going cold" typically looks like — the pattern matters more than the example.

Please describe what happened

What does "fixed" look like 90 days from now? *

Be concrete — not "things are running smoothly" but "I stop chasing leads manually and every inquiry gets followed up within the hour."

Please describe your 90-day vision

Is there a specific timeline or trigger driving when this needs to be live?

Upcoming launch, referral campaign, busy season, new hire, etc. Skip if not applicable.

Have you tried to solve this problem before? *

No — this is the first time addressing it

Yes — tried a tool or system that didn't stick

Yes — hired someone to help, didn't work out

Yes — multiple attempts, nothing has stuck

Please select one

Follow-Up

What did you try, and why didn't it stick?

What tool, person, or approach did you use? What happened? Understanding this helps me build something that solves the root problem, not just adds another layer on top.

05

Communication Style & AI Preferences

The AI communicates in your name. These questions are how I make it sound like you — not like a generic chatbot.

Do you use any email or SMS automation today? *

Yes — working well

Yes — set up but underperforming

No — sending everything manually

No — nothing in place

Please select one

Is there a tool you're paying for that you feel you're not using to its potential?

Name the tool and briefly explain why. Skip if not applicable.

Describe your tone with clients in 3 words. *

Example: Warm, direct, professional. Or: Casual, encouraging, clear.

Please describe your tone

Paste or summarize a real message you've sent to a new lead. *

This is how I train the AI to sound like you. Copy/paste something real if you have it. If not, write a message the way you'd actually write it — don't try to make it sound good.

Please share a real message example

What should the AI NEVER say, do, or imply when communicating on your behalf? *

Example: Never mention competitor names. Never use the word "cheap." Never make specific pricing promises. Never discuss refunds without flagging me first.

Please define your boundaries

Are there decisions you'd want a human to approve before the system acts automatically? *

Example: Before sending a proposal. Before declining a lead. Before any message that mentions pricing. If you work in a regulated industry (legal, therapy, finance, medical) — describe what requires approval here.

Please describe your approval requirements

Do you have an existing website or landing page we'll connect this to? *

Yes — live and working well

Yes — live but needs work

No — we'll build one as part of this

No — don't need one for this build

Please select one

Follow-Up

What's the URL?

Include the full address starting with https://. If there's a specific landing page rather than the homepage, link that instead.

06

Before We Build

Last section. These questions help me prepare for the strategy session and set expectations on both sides.

⚡ Almost done. Return this at least 24 hours before your strategy session so there's time to review your answers before the call.

What access or assets will you have ready before the strategy session? * (check all that apply)

✓

Google Workspace / Gmail login

✓

Domain access (if a new site is needed)

✓

Brand colors and logo files

✓

Sample emails or DMs I've sent to new leads

✓

Existing CRM login (if applicable)

✓

Access to current booking tool (if applicable)

✓

None of the above ready yet

Please select at least one

What's your biggest concern or question going into this build?

There's no wrong answer — this just helps me address it before we start rather than mid-build.

Beyond solving the lead problem — is there another area of your business you'd love to get off your plate in the next 6 months?

This isn't a commitment to build anything extra right now — it just helps me understand where your business is heading so I can design with that in mind.

How did you hear about us, and who (if anyone) referred you?

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