Client Intake Form

AI Automation & CRM Onboarding

All Industries

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Contact Information

Tell us about yourself and your business

Business Name*

Full Name*

Email*

Phone

Company Website

Est. Monthly Call Volume (Mins/Mo)*

Current Monthly SMS Usage*

Industry*

Monthly Lead Volume

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Tell Us About Your Business

Help us understand where you are so we can point you in the right direction

Which best describes the current state of your business?*

Actively operating and serving customers Launching within the next 30 days Idea, planning, or research stage

When a new lead or inquiry comes in today, what usually happens?*

Answered or followed up within the same day Follow-up happens but is inconsistent or manual Leads often go unanswered or there is no clear process yet

What are you primarily looking to do right now?*

Fix or improve an existing system Build and implement systems to scale Explore options and learn what's available

NXM AI requires a monthly investment. Which best describes you?*

Comfortable investing at least a few hundred dollars per month if it solves the problem Interested, but not ready to invest right now

Where is your business losing momentum? (Select all that apply)

Missed calls or slow lead follow-up Leads not converting or going cold No clear booking or scheduling system No centralized CRM or automation Not enough qualified leads Website or funnel not converting Advertising not performing as expected Manual or time-consuming processes Other

What are you interested in?*

Voice AI / SMS AI Implementation Business Automation Calendar Automation Review Automation Payment Automation Paid Advertising Custom Website Other

Additional Comments (Optional)

By submitting, you agree to NXM-AI's terms. We'll be in touch within 1 business day.

NXM-AI · nxm-ai.dev · nakul@nxm-ai.dev