Intake Details — AI Premium

Representative Name

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Representative Email

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Representative Phone

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Date Prepared

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Client / Company Name

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Primary Contact

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Email

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Phone

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Website

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Industry

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Service Area / Location

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Primary Business Goal

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Ideal Customer / Buyer

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Target Industry / Niche

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Geographic Target

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Monthly Lead Goal

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Primary Offer

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Key Pain Points

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Competitive Differentiators

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Agreement Acknowledged

No

Client Signature

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Signer Title

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Signature Date

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Target Audience

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Lead Qualification Criteria

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Excluded Prospects

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Outreach Message / Offer

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Follow-Up Strategy

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Appointment / Booking Link

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CRM / Lead Destination

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Response Handling

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Business Hours

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Call Handling Instructions

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FAQ / Knowledge Base

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Appointment Booking Rules

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Escalation / Human Handoff

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SMS / Email Response Rules

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Facebook Page

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Instagram Account

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LinkedIn Company Page

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X / Twitter Profile

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Nextdoor Business Profile

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Ad Budget

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Creative Direction

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CTA

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Brand Voice

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Core Services

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Testimonials / Proof

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Approved Claims

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Brand Assets

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Approved Target Audience

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Approved Messaging

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Approved Advertising

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Required Access / Credentials

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Launch Date

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Client Notes

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Assigned Team Member

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Campaign Name

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Setup Status

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Launch Status

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Internal Notes

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