Tell us about your business

1 · About you

Who are we talking to?

Full name *

Role / title *

Email *

Phone *

Best way to reach you

2 · About the business

The basics.

Business name *

Website (if any)

Industry *

Team size

Years in business

City / area *

3 · Missed calls

Check what actually happens. This is what we set up from.

Missed calls during the day Nobody answers after hours Families or discharge planners can’t get through Callers hang up and try the next business Calls come in while we’re with a resident or on a job Voicemail sits until someone is free

4 · The phone

What a missed call looks like today.

About how many calls do you miss in a typical week?

What happens now when nobody picks up?

When do the missed calls pile up? (check all)

During jobs or rounds After hours Shift change Weekends

Who is usually calling when you can't pick up?

5 · Website

Only if you have one. The second offer is a chat on the site, like Nova on ours.

Do you have a website?

Does it bring you leads?

When someone visits, what do they do? (check all)

What's broken, missing, or embarrassing about it? (optional)

Does your site already have a chat assistant?

What name should the text use?

Do you want a chat assistant on your website, like Nova on this one?

6 · Current setup

What are you working with today?

What software already runs the business? (CRM, booking, phone system…)

Is someone answering your phones full-time?

7 · What you want

Free business review first. The Build Sprint is the setup.

When you miss a call, what should the caller be able to do?

If we only set up one thing first, what should it be? *

Timeline

Starting point

8 · Anything else

Context we should have before we set anything up.

Anything else we should know?

How did you hear about MyAgent?

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