Orlando AI Advisors

AI Audit & Build Intake

One sit-down (or self-complete) captures everything we need to size your savings ~30 min and quote + build it right.

0 · Business Snapshot

Business name

Owner / main contact

Phone

Website (or "none")

Trade / industry

Service area / city

# field crews / staff

Years in business

Date

1 · Your Numbers (the figures that size the $ leak — not how they handle it; that's §2)

Rough is fine — we confirm exact from call logs later.

Average job value ($)

Calls per day (roughly)

Missed / after-hours calls per day

New leads per week (calls + forms + texts)

Of those, % you book / close

Annual revenue (optional)

Gross margin % (optional)

Google reviews: # / rating

Best competitor's Google review count (roughly)

Monthly ad spend (if any)

How do leads find you now? (Google, referrals, ads…)

2 · The 7 Areas — What You Have Now

A quick picture of how you handle each area today — no right or wrong answers. This just helps us see where things might be slipping.

📞 Category 1 — Lead Capture & Response

Who normally answers the phone?

1. Calls you can't answer go to…

Call missed callers back?

2. How fast does a NEW lead get a response?

3. Can customers book online right now?

How do they book today? (call/text/form)

Comments or Questions — Lead Capture

🔁 Category 2 — Lead Nurture & Conversion

4. Do unsold quotes / leads get followed up?

Typical # of follow-up touches

5. Where do leads & jobs live today?

If a CRM — which one?

Comments or Questions — Lead Nurture

📊 Category 3 — Visibility & Efficiency

6. How do you ask for Google reviews now?

When did you last ask for one?

7. Do you track leads, sources & conversion?

Know your cost-per-lead?

Comments or Questions — Visibility

3 · Build Scope (the build specifics — current tools are captured in §2)

Main business number

Keep current number?

Website platform? (WordPress, Wix, Squarespace, none — “not sure” is fine)

Google Business Profile?

Services offered + rough price ranges (e.g. AC repair, install, maintenance — with ballpark $ if easy)

Business hours

Emergency / after-hours policy (what's urgent, who to route to)

Common customer questions (optional — a couple is plenty; we’ll get the rest during the build)

What matters MOST to you? (rank: answer every call · book jobs 24/7 · follow up leads · more reviews · see the numbers)

4 · Package & Next Steps

Leaning toward

Monthly plan interest

How soon do you want this live?

GoHighLevel account?

Access you can grant (what logins/tools you can give us to build it — phone forwarding, Google Business Profile, website, calendar, ad accounts)

Anything else we should know?

What happens next: we turn your numbers into a short written findings report (your real $ leak), quote the build sized to it, and — on your go — build, test, and hand it off. A subscription keeps it running 24/7 and discounts your next build.

Estimates use industry averages until we confirm from your real call data. Not legal/financial advice.