RFD IT Services

Automation Intake

Ten questions. About four minutes. Tells us both whether this engagement makes sense before we get on a call.

Your Operation The Pain Context Contact

Step 01 / 04

Your Operation

Basics about your platform and team. Helps me understand the environment before we talk.

Dialer Platform(s) *

Check all that apply.

Convoso

Five9

Vicidial / Telesero

NICE CXone

Genesys

Other

Active Agents on Floor *

Fewer than 10

10 – 30

30 – 100

100+

Back-End CRM or Data System

What system receives dispositions, stores contacts, or drives your lists?

1 of 4

Step 02 / 04

The Pain

Where is your team losing time to work that feels like it should run itself?

Which of these eat the most floor time? *

Select everything that applies.

List management & lead drops

DNC compliance & scrubbing

Dialer balancing & campaigns

Reporting & data extraction

Agent scheduling & routing

Raw data cleanup & normalization

Weekly Manual Hours *

Rough estimate across your whole team.

Under 5 hours — minor friction

5–10 hours — noticeable but manageable

10–20 hours — it's a real cost

20+ hours — this owns someone's job

Tried This Before?

Vendor tools, internal scripts, anything? What happened?

2 of 4

Step 03 / 04

Context

Understanding where you are in the decision helps me prepare the right conversation.

What's Driving This Now? *

We have a specific problem I need solved

We're scaling and the manual work won't scale with us

Something broke and we need it fixed

Just exploring — no urgency yet

Decision Maker

Who else is involved in saying yes to this?

Just me — I can move on this

Me and my direct manager

Needs sign-off from company leadership

I'm gathering options to present internally

What Does Success Look Like? *

In 90 days, if this goes well — what's different about how your floor runs?

3 of 4

Step 04 / 04

Contact

How to reach you. I'll follow up within one business day.

Full Name *

Email *

Phone

Optional. Include if you prefer a call over email.

Best Time to Reach You

Morning (before noon ET)

Afternoon (noon – 5pm ET)

Email is fine — no call needed

Anything Else?

4 of 4

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Received.

I'll review your answers before we talk. You'll hear from me within one business day with a specific time to connect.

NowIntake submitted and reviewed

Within 1 Business DayScheduling confirmation sent

90-Minute SessionWorking session — not a sales call

Within 5 Business DaysAutomation Opportunity Report delivered