📞 1. Phone System Setup (VoIP)
Would you like to use our phone system to make and receive calls & texts? NOTE: Most of the system depends on it.
Where should we send new lead notifications?(Select all that apply and provide the destination)
☎️ 3. Call Routing (IVR)
Do you want an automated phone menu (IVR) to route your calls?
How would you like your phone menu options set up?(Example: “Press 1 for quotes”)
What types of calls do you typically receive? (Pick all that apply)
What other types of calls do you typically get?
When should the system transfer a caller to a human?
(this is assuming the caller didn't want to schedule)
What are the other reasons to transfer to a human?
How soon do you typically follow up with callers?
(We’ll use this to set expectations in the voicemail or chatbots.)
If other follow up window, please explain:
Would you like our AI voice agents to handle calls?
Would you like to use our system to schedule appointments?
Please share information about your scheduling system.
Do you want a smart chatbot on your website to help visitors?
What should the chatbot do? (Select all that apply)
What else would you like your chatbot to do?
Which features would you like us to enable in your system?
Where is your website currently hosted?
Can we access your website to install features?
⚠️ If your site isn’t hosted with SpeedMobi, we’ll need your developer’s help to install some tools and manage small updates over time. Want to simplify? We can manage your site through SpeedMobi instead.
What kind of mobile phone do you use?
Anything else we should know about how you'd like your single point system to work?
Contact Information