Revenue Authority System™ Setup Intake

Please complete this form after payment so we can set up your AI lead capture and follow-up system correctly.

Important: Do not submit passwords here. If website access is needed, we will coordinate secure access separately.

Business Information

Business Name

Contact Name

Phone

Website URL

Industry

Revenue Recovery Goals

What should the revenue recovery system primarily help with? What problem are you trying to solve? Preferred revenue recovery system tone

Services & FAQs

List your main services List your most common customer questions Business hours Service area / locations served Do you offer appointments, consultations, quotes, reservations, or calls?

Lead Capture Questions

These are the questions the revenue recovery system should ask prospects.

What information should the revenue recovery system collect? What makes a lead qualified? Are there any leads you do NOT want?

Routing & Follow-Up

Where should leads be sent?

Preferred follow-up method

Who should receive lead notifications?

How quickly do you want to follow up?

Escalation instructions

Website & Technical Info

Website platform Do you currently have a revenue recovery system? Do you have website admin access? Additional instructions

Missed Call Recovery Setup

Do you want missed call text back included? Which phone number option do you prefer? Current business phone number Preferred missed call text message Who should receive missed call lead notifications? After-hours instructions

Your AI Revenue Recovery Build Plan & Recommended Solution Proposal

Your intake has been submitted. Your build plan appears below and is also included with the form details sent by email.

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