Avanti AI Partners

Let’s mark where you are today.

This isn’t paperwork. It’s your starting line. We capture today’s numbers — the calls, the bookings, the reviews — so that a few months from now we can show you, in plain figures, exactly how far forward you’ve moved.

›› Best filled together. Most owners do this with us on the diagnostic call — it takes about thirty to forty-five minutes and the conversation fills it in. Don’t worry about exact numbers; your best estimate is plenty. Your answers save automatically as you go, so it’s safe to step away and come back.
01

The basics

Who you are and how to reach you.

Please enter your business name.
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02

What you sell

So we speak your customer’s language from day one.

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03

Your numbers today

This is the part that matters most

Every line below maps to a workflow we run — and becomes a number on your monthly report. Best guesses are fine; we’ll firm them up together.

›› Front desk — the calls
How leads reach you, and how many you think slip through.
›› Schedule & follow-up
Bookings, no-shows, and what happens after a lead comes in.
›› Money & reviews
Getting paid, and your reputation online.
›› Getting found
How customers discover you now.
04

Where your time goes

Drop your day’s repetitive tasks into the grid. It tells us what to fix first — the biggest relief for the least effort.

Quick wins
High pain · easy to fix — we start here
Big projects
High pain · takes more work
Fill-ins
Minor · easy
Later
Minor · hard
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05

What you run on

The software you use today, so we work across your stack — not rip it out.

06

A fresh look

Getting found is one of the six things we run — and it starts with the site customers land on. Tick this and we’ll bring a free homepage redesign mockup to your assessment, plus a plan for a full website redesign + local SEO so you rank where it counts.

07

Attachments

Logos, photos, price sheets, brochures, customer lists, past flyers — anything that describes your business. We build your company profile and documents from these, so the more you share, the sharper the result.

    Stored privately in your own secured data silo — your data stays your data. We use it only to build and run your workflows. For now, please also email these files directly to hello@avantiaipartners.com after submitting — we record which files you meant to send, and we'll match them up.

    We’ll review it and come back to you — usually within a couple of business days.