Step 2 of 4 Your business
Type of business *
Choose the closest one
Contractor, plumber, HVAC, or electrician
Salon, barber, or groomer
Ranch or farm
Auto shop or towing
Feed, retail, or hardware store
Restaurant, cafe, or food truck
Dental or chiropractic front office
Real estate agent or property manager
Insurance agent
Nonprofit or church
Mobile service (cleaning, mobile mechanic, grooming van, pest control, landscaping)
Other
How many people work there? Counting you
Choose one Just me 2 to 5 6 to 10 11 to 25 More than 25
What kind of business?
What do you do, in one sentence? e.g. "We fix and install water heaters around the valley."
Step 3 of 4 Your week
If you had a helper who could do one office chore forever, what would it be? * Your own words are perfect.
What eats your time each week? Check all that apply
Emails and a messy inbox
Writing quotes or estimates
Invoices and getting paid
Receipts and bookkeeping
Appointment reminders
Following up with new leads
Asking for or answering reviews
Social media posts
Scheduling staff or volunteers
Ordering supplies or tracking stock
Renewals, licenses, and permits
Paperwork and online forms
Missed calls / answering the phone
Texting customers
Something else? (optional)
What slips through the cracks? Check all that apply
Getting back to new inquiries
Following up on quotes that go quiet
Unpaid or late invoices
License, permit, or insurance renewal dates
Asking happy customers for a review
Reminding regulars when they're due
No-shows and missed appointments
Special orders and deliveries
Equipment or vehicle service
Customer complaints
Lost receipts
Finding files and documents
Calling back missed calls and voicemails
Something else? (optional)
Which booking app? Does it already send reminders?
Apps or software you pay for Check any you use. A rough idea is fine.
QuickBooks
Square
Booking or scheduling app
Google Workspace
Microsoft 365
Canva
Website builder (Wix, Squarespace, etc.)
Software made for my industry
Others, or names of the ones above (optional)
Tools you'd like your bot to work with Optional. Your Grok Bot can coordinate other tools you pay for directly. I set them up and connect them.
AI call answering (answers when you can't)
Business texting
Invoicing or payments app
Booking or scheduling app
Reviews (Google, Facebook)
Social media scheduler
E-signature (DocuSign, etc.)
Customer list or CRM
Which tools, by name? (optional)
How do customers usually reach you? Check all that apply. (This shows me where messages come in. If calls or texts are a pain, we can talk about connecting a call-answering or texting tool.)
Phone calls
Text messages
Email
Website form
Facebook or Instagram messages
Google listing
Walk-ins
Word of mouth
Where is your business online? Check all that apply
Facebook
Instagram
Google Business Profile
A website
X
TikTok
None yet
How often do you post on social media?
Every week
Now and then
Rarely or never
Step 4 of 4 Your style, your rules, and your call
Three words for how you want your business to sound e.g. friendly, straight, short
Anything that should never be automated or touched? e.g. pricing talks, staff issues, certain customers
Does your email or files hold sensitive info, like card numbers, Social Security numbers, or other sensitive customer records? Just yes or no. Please don't type any of it here. If yes, we'll set things up so your assistant never sees it.
No
Yes
Not sure
Good times for the 20-minute check-up Check any that work
Weekday mornings
Weekday lunch hour
Weekday afternoons
Evenings
Saturdays
A specific day or time? (optional, Arizona time)
Where would you like to meet?
At my shop or office
By phone
Video call
Any is fine
Anything else I should know? Optional
Send my check-up request
Sorry, that didn't go through. Please try again in a minute, or call (928) 235-6336 / email [email protected] and I'll set up your check-up.
Thanks for taking the time. Clifton McNeill, Gila Valley AI