Mach 5 Agent — Client Build Intake

1

Your Business Info

These details configure your account, email templates, and AI scripts.

Business Name

Your Name

Best Email for Build Updates

Business Address

Used for compliance, A2P registration, and local presence.

Website Domain

Your current business website domain.

Domain Host / Registrar

Email Signature Name

Who should outbound emails appear to come from? Your business/team name or your personal name?

Your Mach 5 Plan

Core ($397/mo)

Scale ($597/mo)

2

What Do You Sell?

This determines your AI knowledge base, campaign content, and workflow configuration. Select your industry, then check all product lines you actively sell.

Industry

Insurance

Other Industry

Real Estate, Med Spa, Home Services, etc.

What industry are you in?

What products or services do you sell?

What's your #1 focus right now?

3

Lead Sources

How you get leads determines which workflows, webhooks, and AI sequences we configure.

Where are your leads coming from? (select all that apply)

Lead Vendors

Smart Financial, EverQuote, QuoteWizard, Datalot, MediaAlpha, etc.

Cold Lead Lists / Purchased Data

Aged leads, scraped lists, data brokers

Paid Ads — Running My Own Campaigns

Website Form Submissions / Quote Requests

Organic / Referral / COI

Carrier or Company-Provided Leads

Not currently generating leads — need help

Lead vendor names or other source details (optional)

4

Phone System & AI Receptionist

We'll set up your AI Receptionist (Ashley) and configure your phone routing. You'll get a dedicated AI Receptionist number plus Mach 5 numbers for outbound campaigns and SMS.

Business Phone Number

The number clients call you on today.

Current Phone Provider

Would you like your business number forwarded to your AI Receptionist?

If yes, you'll set up forwarding through your current phone provider. We'll provide your AI Receptionist number and walk you through it.

Yes — forward all calls to my AI Receptionist

I'll set up forwarding from my provider so Ashley answers all inbound calls.

No — I'll keep answering my business line myself

Ashley still gets her own dedicated number for other uses.

Not sure — let's discuss during the build

When your AI Receptionist answers — what should she do?

Live transfer — if I don't answer, book on my calendar

Most popular. Ashley attempts a live transfer first, then falls back to booking.

Live transfer only — no calendar booking

Book on my calendar only — no live transfer

Ashley schedules appointments instead of transferring calls.

How many people on your team take calls?

Just me

2 - 3 people

We can create additional phone numbers and route calls by reason.

4+ people

We can create additional phone numbers and route calls by reason.

We can set up additional Mach 5 numbers for your team members. Ashley will route callers to the right person based on call reason.

Team Member 1

Name

Role / Call Reason

5

Add-Ons

Optional extras to enhance your build. Select any you'd like and we'll invoice you separately.

Additional AI Voice Agent

Custom-built voice agent for overflow, a dedicated outbound campaign, or a new line of business. Includes scripting, testing, and deployment.

$199 one-time

Custom Email/SMS Campaign

Targeted drip sequence custom-built for a specific line of business — includes templates, workflow, and full CRM integration.

$499 one-time

Landing Page: Standard

High-converting single page with CRM form integration and mobile optimization. Scale plan includes one free — additional pages at this price.

$499 one-time

Landing Page: Advanced

Full custom build with quote request forms, CRM field mapping, Meta/Google pixel tracking, and mobile-first design. Built for paid ad campaigns.

$799 one-time

Let's Build Your Mach 5 System

You're All Set!