Welcome To Sky Vanta Scales

let's get started

We're excited to start working together.

Please complete the 3 steps below so we can begin building your AI system.

This should take around 10 minutes.

Step 1 — Sign the Agreement

30%

Sign Agreement

Step 2 — Complete the Onboarding Form

68%

Booking Information

BUSINESS INFORMATION

Current Values

service area and ZIP codes for operations

Confirmation of scheduling rules

Typical Job duration

Number of employees and how many jobs they can handle per day

What are your business hours

How do you want urgent or same-day bookings to be handled?

CRM

Provide us with access to your CRM

How are your leads currently stored?

How are appointments created inside your CRM?

Does your CRM support automatic booking via an API key?

Website / Lead Forms

Give us access to the website

What Platform is the Website built on? (Wordpress, Webflow, etc.)

Where do form submissions currently go?

Fields collected in the form (name, address, square footage etc)

Phone System

What phone provider do you currently use?

Do you know if we can connect twilio or another calling service

Give us access to the phone system you currently use

Pricing System

Full explanation of any specific system you use for quote finalisation

square footage pricing (if applicable)

what are your Condition scorings (e.g. 1-10 scale) (if applicable)

Any additional upcharges that you charge as a company

Scheduling System

Which Calendar you use for bookings

Technician/employee availability schedule

Buffer time between appointments

Travel time assumptions

Messaging System

SMS number used for customer communication

Email address used for confirmations

Any existing follow-up assumptions

Lead handling

What happens when someone fills out a form on the website?

How Quickly should a lead be contacted?

What should happen if the customer does not answer the call?

Outbound calling

Should the AI call leads immediately after the form is submitted?

If lead does not answer, how many retry attempts should we make to call them?

Should we also send a text message if they don't answer? if so, what would you like it to be?

Pricing

Should the AI provide price estimates on the call, or just book an appointment?

Is pricing always finalised after a human call?

What services do you offer? (list all services)

Is there a minimum to your pricing/any restrictions?

Follow-ups

Do you want automatic reminders before appointments? if so, what would you like those reminders to say?

Should we follow-up those leads that did not book? if so, what would you like the AI to do?

Welcome To Sky Vanta Scales

let's get started

Step 1 — Sign the Agreement

Step 2 — Complete the Onboarding Form

Step 3 - Book your strategy call

(this will only be a quick 5-10 minutes for clarification )

Disclaimer - We only use google meet.

Upon booking, add the meeting to your google calendar