AI Growth Desk — Client Intake Form

AI Growth Desk

Client Onboarding

● Client Intake Form

Before we build,
we need to know you.

This intake form is the foundation of your entire AI system. Every agent we configure draws directly from what you tell us here — so the more complete your answers, the better your system performs from day one.

Set aside 45–60 uninterrupted minutes Have your booking link and service menu ready Incomplete forms delay your go-live date System live within 14 business days of submission

⚠ Before You Begin — Read This First

This form takes approximately 45–60 minutes to complete in full. Do not start it between appointments or on a break. Find a quiet block where you can think clearly and have access to your booking link, service menu, business hours, and existing policies. Incomplete submissions restart your build timeline. Your 14-business-day clock does not start until we have a complete form in hand.

If you absolutely must step away and return later, use the same device and the same browser you started on — this gives you the best chance of your previous answers still being there when you come back. This is not guaranteed. Before you close out, scroll to the bottom of whatever section you are currently working through and make sure your answers have populated before you exit. We strongly recommend completing the form in one sitting.

What This Is

9 AI agents. All configured from this form.

We're building an AI-powered front desk for your practice — 9 agents that handle your patient journey automatically from first inquiry all the way to re-engagement. Below is exactly what we're building and what each agent does.

Agent 01 Lead Capture Responds to new inquiries the moment they come in — web forms, ads, DMs, and chat — before they move on.	Agent 02 Missed Call Text-Back Texts anyone who calls and can't reach a live person immediately — before they call your competitor.	Agent 03 Appointment Booking Guides leads through the booking process conversationally — no staff involvement required.
Agent 04 Appointment Reminder Sends automated reminders on your schedule before every appointment — via SMS, email, or both.	Agent 05 Post-Visit Follow-Up Checks in after appointments, delivers aftercare instructions, and suggests the next treatment.	Agent 06 Review Request Asks satisfied patients for a Google review at exactly the right moment — automatically.
Agent 07 Reactivation Re-engages patients who haven't visited in a set period of time with a targeted message and offer.	Agent 08 Referral Prompts happy patients to refer friends and family — turning your best clients into your best marketing.	Agent 09 Membership & Upsell Promotes your membership program and high-value packages to the right patients at the right time.

What Happens After You Submit

Your 14-business-day build window

Once your completed form is received, your clock starts. Here's exactly what happens — and when.

Form received & reviewed

We review your submission for completeness and clarity. If anything is unclear or missing, we'll reach out within 1 business day — not on day 14. Your build clock doesn't start until we have a complete, workable form.

Day 1

Account build & agent configuration

Your information is applied and all 9 agents are configured using your intake form data — your brand voice, services, booking links, messaging, policies, and follow-up sequences. This is where most of the build time lives.

Days 2–8

Internal testing & quality review

We run your full client journey through every agent before you see it — testing triggers, messages, timing, and flow. Nothing goes live until it passes our internal review.

Days 9–12

Walkthrough & handoff call

We walk you through your completed system live — how each agent works, what triggers it, how to monitor it, and what to do if you ever need to adjust anything. You leave this call knowing exactly how your AI works.

Days 13–14

✓

Go live

Your system is active. Your AI is working. You go back to running your practice.

By Business Day 14

You're Ready

Open your intake form

Set aside 45–60 uninterrupted minutes. Have your booking link, service menu, and business hours in front of you. Complete every section as thoroughly as possible — the more detail you provide, the better your system performs from day one.

Open the Intake Form →

Return the completed form to your onboarding coordinator · Build begins upon receipt · Go live within 14 business days

AI Growth Desk | Powered by WarKry Consulting Solutions, LLC

AI Team Onboarding · For questions, contact your onboarding coordinator