NEW CLIENT INTAKE

Let’s scope your program.

Tell us about your process, volume, compliance posture, and economics so we can scope a compliant AI voice build. This is a private intake shared with you by your Ad Nomina rep.

This is Stage 1: the structured details we need to qualify and quote. No file uploads here. After an NDA is countersigned, bulky files (a sample call recording, call-centre reports, sample leads) are collected in a separate, restricted Drive folder. Never paste API keys, passwords, or other credentials anywhere on this form.

YOUR DETAILS

Company / Program Name *

Primary Contact (your name) *

Contact Email *

Program Type *

YOUR PROCESS AND PLATFORM

Script / SOP *

CRM / Platform Name *

API Available *

VOLUME AND CURRENT NUMBERS

Approx Monthly Lead Volume *

Connect Rate (known)

Avg Handle Time (known)

COMPLIANCE AND CONSENT

Documented Consent to Contact *

AI Voice on Wireless Acceptable *

DNC Scrubbing in Place *

Recording Consent Approach *

Compliance Notes

THE ECONOMICS

Current Desk Monthly Cost (USD) *

Expected Monthly Volume *

Primary Success Metric *

Success Metric Detail

OPERATING PARAMETERS

Hours of Operation *

Time Zones / Regions *

Languages Required *

IDENTITY AND DELIVERABILITY

Caller ID / Brand Number

Email Sending Domain

SPF / DKIM Configured

AGENT KNOWLEDGE AND ESCALATION

FAQ / Objection Answers *

Escalation Rules *

By submitting, you agree to our Privacy Policy. All information is handled confidentially. Do not include API keys, passwords, or other credentials.