Client Onboarding
AI System Setup
DDT Installations

AI Booking System
Setup Questionnaire

Your answers configure the AI that handles every client inquiry, email, and SMS on your behalf. The more specific you are, the better the system performs from day one — it learns your voice, your prices, your rules, and your standards directly from this form.

Estimated time: 15–20 minutes
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01
Business Identity
How the AI introduces itself and signs off in every communication.
02
Services & PricingCritical
The AI quotes these ranges honestly when prospects ask. Be as accurate as possible — pricing is the #1 thing leads ask about.
Tip: Use ranges (e.g. $250–$350) so the AI can give honest answers without overpromising. Add notes for anything that affects the final price.
ServicePrice RangeInstall TimeNotes / Variables
03
Lead Qualification & DiscoveryCritical
Teaches the AI what makes a good lead vs. a bad one and what to ask first.
04
Common Client Questions (FAQs)Critical
The questions you get asked most. The AI uses your exact answers verbatim.
Aim for 5–10 entries. The more real Q&As you provide, the more accurately the AI represents your business.
Question Your Answer
Question Your Answer
Question Your Answer
05
Jobs & Vehicles You Decline
Critical — the AI needs to know when and how to politely say no.
06
Tone & Voice
Pick the style that feels most like you. The AI matches this in every email and SMS.
07
Real Conversation ExamplesGold
Paste 2–3 actual recent text or email exchanges. The AI learns your real voice from these — far better than from descriptions.
This is the single most valuable section. Real examples teach the AI cadence, timing, vocabulary, and attitude in a way nothing else can. Anonymise customer names if needed.
Conversation 1 — Successful inquiry that booked
Conversation 2 — Where you politely declined
Conversation 3 — Where you talked someone out of buying the wrong thing
08
Red Flags & Tire-Kickers
Helps the AI filter time-wasters and flag tough customers early.
09
Warranty & GuaranteesCritical
Customers ask this constantly. The AI needs your real, accurate answers.
10
Upsells & Add-Ons
Common bundles and recommendations the AI can offer when appropriate.
11
Booking Preferences
Rules the AI follows when confirming appointments.
12
Schedule & Capacity
Pre-filled with your confirmed hours. Adjust anything that differs.
13
Vehicle Expertise & Specialties
Helps the AI position correctly and pre-warn on tricky vehicles.
14
Shop Location & Customer Logistics
Practical info the AI shares to help customers plan their visit.
15
Owner Control & Alert PreferencesCritical
How much you want to see, when you want to be notified, and what should reach your phone.
16
Edge Cases & Policies
The "what if" rules that prevent confusion when things don't go to plan.
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Anything Else for BlackBoxMedia
Final thoughts, concerns, integrations, or things we haven't asked about.

Your responses configure the AI directly. There are no wrong answers — the more specific you are, the better the system performs from day one. We'll review your answers and confirm everything before development begins.

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Received — Thank You

We'll review your answers carefully and reach out within one business day to confirm the details and walk through what happens next.