Avanti Ai Partners Avanti

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 twenty minutes and the conversation fills it in. Don’t worry about exact numbers; your best estimate is plenty.
Baseline captured
01

The basics

Who you are and how to reach you.

02

What you sell

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

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
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.

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