Client Intake Form — Alcide Automations

Business Information

Tell us about your business so we can personalize everything.

Business Name *

Please enter your business name.

Owner / Contact Name *

Please enter your name.

Business Phone *

Please enter a phone number.

Email Address *

Please enter a valid email.

Business Address *

Please enter your address.

Website (if applicable)

Business Type *

Please select your business type.

Describe Your Business Type

Estimated Call Volume * helps us size your plan

Please select an estimated call volume.

Logo Link optional — Google Drive, Dropbox, or direct image URL

Brand Colors optional

Custom Booking Domain optional

Plan Selection

Choose the plan that's right for your business. $250 one-time setup fee applies to all plans.

Standard

$497 /mo

24/7 AI receptionist
Live appointment booking
Custom AI script
Calendar integration
Emergency call escalation
SMS confirmations & reminders

Premium

$597 /mo

Everything in Standard
SMS appointment confirmations
Automated reminders
Missed call follow-up texts
Reply-to-confirm workflow

Please select a plan.

Billing Term

Please select a billing term.

💳 $250 setup fee is due at signup and will be invoiced separately via Stripe before your service goes live. Monthly billing begins on your go-live date.

AI Receptionist Setup

A few essentials to get your AI built. Anything else, we'll handle for you using industry best practices.

Phone Number Strategy *

Get me a new numberWe'll provision a local number in your area code

Port my existing numberKeep your current business number (2–4 weeks)

Forward calls to AIKeep your existing number and forward calls to your AI line

Please choose a phone number strategy.

Voice Preference *

Female

Male

Please choose a voice.

AI Coverage Mode *

Full-TimeAI answers all calls

After-HoursAI answers when you're closed

OverflowAI picks up only when human line is busy

Please select a coverage mode.

Business Hours *

Please enter your business hours.

Service Area / Cities *

Please enter your service area.

Calendar / Practice Management System *

Please select your calendar system.

Calendar Email / Link * Google email or URL

Please enter your calendar email or link.

Average Job/Visit Value optional

Services / Appointment Types *

Add each service or appointment type with its name and how long it takes.

Please add at least one service.

Call Recording *

Yes — record calls with disclosureAI says "this call may be recorded for quality" at the start

No — don't record callsTranscripts only, no audio stored

Please make a recording choice.

Let Alcide Automations customize my AII'd rather have you build the script, FAQs, and conversation rules using best practices for my industry. I'll review before go-live.

All fields below are optional. Skip anything you'd rather we handle.

Lead Qualification Questions what should AI ask before booking?

Top FAQs questions customers ask + how AI should answer

Things AI Should NEVER Say or Do important for liability

Anything Else the AI Should Know

SMS / A2P Registration

Required for Premium plan clients only. This unlocks SMS confirmations and reminders.

⚠️ Premium plan requires A2P 10DLC carrier registration to send SMS messages. Approval typically takes 7–10 business days. SMS features will not be active until registration is complete. All fields below are required.

Do you want to opt in to SMS features? *

Yes — enable SMS featuresI understand A2P registration is required and SMS will be active within 7–10 business days

No — skip SMS for nowI'll add SMS features later

Please make a selection.

Legal Business Name * must match EIN exactly

Required for A2P registration.

EIN / Tax ID *

Required for A2P registration.

Business Structure *

Please select your business structure.

State of Formation *

Please enter your state.

Brand Verification Phone *

Required for A2P registration.

Brand Verification Website *

Required for A2P registration.

SMS Use Case Description *

Please describe your SMS use case.

📋 Sample use case you can copy: "We send automated appointment confirmations and reminders to customers who have scheduled a service call. Messages are only sent to customers who provided their phone number during the booking process. Customers can reply STOP at any time to opt out."

Review & Authorization

Review the terms below and provide your signature to complete onboarding.

Service Agreement Summary By submitting this form you agree to the following: (1) Alcide Automations will configure an AI receptionist for your business based on the information provided. (2) A $250 one-time setup fee is due at signup. (3) Monthly subscription billing begins on your go-live date. (4) You are committing to the billing term selected above (6 or 12 months). Early cancellation within the committed term may be subject to a cancellation fee equal to 50% of remaining months. (5) SMS features (Premium only) require A2P carrier approval and will be active within 7–10 business days of registration. (6) You have read and agree to the full Terms of Service at alcideautomations.com/tos and Privacy Policy at alcideautomations.com/privacy-policy.

Full Name (Signature) *

Please enter your full name.

Today's Date *

Please enter today's date.

Job Title / Role

I agree to the terms above and authorize Alcide Automations to set up and operate the AI receptionist service on my behalf.By checking this box you are providing a legally binding electronic signature.

You must agree to the terms to proceed.

Let's Get You Set Up

Standard

Premium

You're All Set!