AI Starter Setup — Pre-Call Form

Step 1 of 4

About You

Basic info so we can personalize your AI system before the call.

Your Full Name *

Required

Business / Brand Name *

Required

Email Address *

Valid email required

Phone Number *

Used in AI email sign-offs to clients

Required

Your Specialty / Niche *

Be specific — this goes directly into your AI prompt so responses sound like you

Required

City / Area You Serve *

Required

Cal.com Booking Link

Do you have a Cal.com booking link?

Yes — I have oneWe'll embed it in every AI response No — please set one up for meTakes 5 minutes during the session

Your Cal.com Link

Step 2 of 4

Your Leads

We need to know how leads reach you so we can configure the right trigger in Make.com.

Where do your leads come from? (check all that apply) *

Zillow email notificationsZillow sends you an email when a new lead submits Realtor.com email notificationsSame as Zillow — email-based lead alerts Website contact formForm on your own site — can send directly to Make.com Facebook / Instagram Lead AdsMeta lead forms — Make.com connects natively Manual — phone, referral, open houseYou'll get a private form to enter these yourself OtherTell us in the notes field below

Select at least one

Gmail address that receives your lead notifications *

This is the inbox Make.com watches (read-only) — not the address leads write to

Required

Roughly how many new leads per month?

Under 10 10–30 30–100 100+We'll talk about volume pricing on the call

Anything else about your leads? (optional)

Step 3 of 4

Domain & Tech

We set up Resend so your AI responses come from your own domain — not a Gmail relay.

Why this matters: Leads receive your AI response from leads@yourdomain.com, not a forwarded Gmail. It looks like you sent it yourself. All we need is 2–3 DNS records added to your domain — takes about 5 minutes.

Your Business Domain *

Just the domain — no https:// needed. This is where your AI will send from.

Required

Where is your domain registered / DNS managed? *

Required

Can you log in and add DNS records to your domain?

Yes — I've done it beforeGreat. We'll send you 2–3 records to paste in. I think so — I'll need guidanceNo problem. We'll do it together on screen share. No — can you handle it?We can do it with shared login during the session.

AI & Notifications

AI model preference for your response system

No preference — use whatever's bestWe'll default to Claude (Anthropic) — it writes the most natural responses Claude (Anthropic)Recommended — warm, professional, concise OpenAI (GPT-4)Also excellent — use if you already have an OpenAI account

Do you want a text notification when a lead is handled?

Yes — text me when a lead is responded toFree or ~$5/mo via Twilio — confirm you never miss one No — I'll check the lead log myself

Phone number for text alerts

If this matches what you entered in Step 1, leave blank — we'll use that number

Step 4 of 4

Final Checks

Almost done. A few last things to make the session go smoothly.

Do you have a Cloudflare account?

Yes — I have oneYour AI lead database will live there — free tier is fine No — please set one up for meTakes 2 minutes. We'll do it at the start of the session. Not sure what that is — you handle itNo problem. We'll take care of the whole thing.

Lead tracker preference

Cloudflare D1 databaseBest option if you want a live dashboard later (AI Business System upsell) Google SheetsEasier to open and share — good for simpler setups Either is fine — you decideWe'll pick what fits best for your setup

Preferred session format

Zoom or Google Meet — live screen shareWe build it together in real time (recommended) You build it, send me a Loom walkthroughAsync — we build, record a walkthrough, you review

Preferred session day / time (optional)

Questions or anything else before the session? (optional)

Before Your Session.

About You

Your Leads

Domain & Tech

Final Checks