Axiom Agency — Voice Agent Onboarding

01

Business basics

The fundamentals about your business.

Legal business name *

What customers actually call you (DBA)

Website *

Industry / category *

Service area cities or zip codes you serve

Hours of operation *

Number of employees

02

Your phone reality

This is what we're solving. Be honest.

Current business phone number *

How many calls do you get per week? *

How many do you MISS per week? *

Where do calls go today? *

Straight to my cell phone Office line, then voicemail An employee answers (during hours) Existing answering service Other (describe below)

Average value of a captured job/sale helps us prove ROI

What's the worst part of your phone situation right now?

03

What callers actually ask for

The agent will hear thousands of these — give us the real ones.

Top 5 most common things callers ask *

Top 3 emergency or urgent scenarios we'll route these specially

What does an emergency call SOUND like at 11pm?

Things the AI should NEVER try to handle alone

04

How to qualify a lead

What separates a real prospect from a tire-kicker for you.

What's a "good lead" for your business? *

Required questions the AI MUST ask every caller *

Industries / customers you DO NOT want

Red flags to gracefully decline

05

Voice & brand

How your AI should sound + speak.

Tone you want *

Warm + friendly (small-business neighbor vibe) Professional + polished (high-end / corporate) No-nonsense, direct (we don't waste your time) Casual + playful (lifestyle / consumer brand) Other (describe below)

Voice gender preference

Female Male No preference

Voice age preference

Younger (20s-30s) Mature (40s-50s) No pref

Agent's name what should we call your AI?

Greeting line first thing callers hear

Banned phrases / words / topics

Industry-specific vocabulary the AI needs to know

06

Tools & workflows

Where leads go, how appointments get booked.

Existing CRM

HubSpot GoHighLevel Salesforce ServiceTitan Housecall Pro Jobber Just a spreadsheet Nothing — leads live in my head/text inbox Other (describe below)

Existing calendar / booking system

How should new leads reach you? pick all that apply

SMS to my cell (real-time) Email summary Auto-pushed into my CRM Just see them in the Axiom dashboard

Booking rules when can the AI book directly vs. always pass to a human?

07

When to transfer to a human

Who picks up + when.

Primary transfer destination *

Backup transfer destination if primary doesn't pick up

When SHOULD the AI transfer? *

Always, when caller asks for a human Only after qualifying (capture name + business + reason) Only during business hours; after-hours = take a message Never — always take a message, I call back

What name should the AI use for the human it's transferring to?

08

Logistics

Last bits before we start the build.

Owner's first name *

Owner's email *

Owner's cell (for SMS notifications) *

Best time to reach during build sprint

Number setup preference *

Forward unanswered calls from my existing number to the AI (recommended) Use a brand new dedicated number for the AI Port my existing number entirely (5-10 days, more risk) Not sure — recommend during onboarding call

Anything else we should know before we start building?

Let's build your AI receptionist.