Online Optimisers · AI Integration
Overview Process The 10 Questions Sample Plan Niches
OO · Confidential
Online Optimisers · AI Integration

Your own custom AI layer.
Built around your existing tools.

We send you 10 questions. You send them back. We design the full AI integration plan mapped to your CRM, your funnel, your actual business. This is what that process looks like.

Average integration: 14 days to live · Typical ROI: 30-45% more booked inspections in month 1
Back to overview ← See the process ↓
The 3-Step Process

From first question to live integration in under 6 weeks.

No long discovery calls, no bloated SOWs. Just a short questionnaire, a tight plan, and implementation in waves so you see results fast.

1
You answer 10 questions
5 minutes
  • We send a short Typeform or email questionnaire
  • Covers your CRM, your funnel, your biggest gap right now
  • No prep work, no homework, no calls
2
We build your custom plan
48 hours
  • Your answers flow into a planning template
  • We map every tool you use to an AI layer that fits
  • You get a written plan with scope, timelines, and projected outcomes
3
We implement in waves
2-6 weeks
  • Week 1: Core wiring (CRM, chat, review flow)
  • Week 2-3: Content and automation layers
  • Week 4+: Custom agents and optimisation
The 10 Questions

These are the questions. Nothing more, nothing less.

Every answer feeds a specific decision in your plan. Preview below, not live. You'll get the real Typeform when you start.

Question 01
What CRM do you use?
GHL AccuLynx JobNimbus RoofSnap Spreadsheet Other
Question 02
Where do most leads come from today?
Google search GBP Referrals Facebook Storm-chasing Insurance partners
Question 03
What's your single biggest gap right now?
Lead volume Speed-to-lead Review velocity AI visibility Insurance workflow Team capacity
Question 04
How fast do you respond to new leads?
Within 15 min Within 1 hour Same day Varies
Question 05
Do you have a chatbot on your site today?
Yes Yes but basic No
Question 06
Roughly how many completed roofs per month?
Under 10 10-30 30-75 Over 75
Question 07
What percent is insurance-funded vs retail?
Mostly insurance Mostly retail Roughly even Don't track
Question 08
What's your current review generation process?
Automated text/email Manual None Planning
Question 09
How wide is your service radius?
One metro Two metros Broader Texas Multi-state
Question 10
What integration would have biggest impact first?
Chatbot Review agent Quote follow-up Insurance supplement tracker CRM overhaul
What Your Custom Plan Looks Like

A real example, built from the same 10 answers.

This is the format you'll receive within 48 hours of submitting your questionnaire. Sample below is Red Roan Construction's actual starting position.

Custom Integration Plan · Red Roan Construction · Generated from your answers
Your 90-day AI integration roadmap
Your stack today
  • CRM: to confirm on call (likely minimal or spreadsheet-based)
  • Leads mostly from word-of-mouth + weak organic Google
  • Biggest gap: organic visibility + AI search (DA 3.5, 0 ranked keywords)
  • Reply time: varies (sales team strong, digital intake inconsistent)
  • No chatbot
  • 74 total reviews over years (velocity is the gap, not rating)
Recommended integration waves
Wave 1 · Week 1 Core wiring + damage fix
  • Set up GHL or wire to existing CRM
  • Embed AI Receptionist chat widget on redroanconstruction.com
  • DISAVOW all 29 spam backlinks (mandatory first move)
  • Deploy 9 schema blocks (immediate Google trust lift)
  • Pin GBP to northwest San Antonio
Wave 2 · Week 2-3 Conversion + review moat
  • Insurance + Quote Follow-Up Agent live
  • Review Request Agent live (target 10-15 new reviews per month)
  • Inspection reminder flow
  • No-show recovery agent
Wave 3 · Week 4-6 Storm readiness + content engine
  • Storm Event Auto-Response Agent (NOAA triggered)
  • 15+ money-keyword city/service pages (San Antonio, Killeen, Temple, Belton)
  • Job Pinning System for every completed job
  • Tier 1 roofer citations (HomeAdvisor, Angi, BBB, GAF Master, CertainTeed)
Projected outcome at day 90
Domain Authority
3.5 → 10+
Ranked keywords
0 → 15+
Organic traffic
0 → 800-1200/month baseline
Reviews per month
2-3 → 10-15
Storm-event response time
Manual → 6 hours automated
But my business is different

Same 10 questions. Very different plans.

The framework adapts to whatever business runs through it. Here's how the same process translates across four common niches.

Roofers
Focus
Storm-event response, insurance supplement automation, post-install review velocity, job pinning. NOAA-triggered storm agent, claim-docs templating, every completed roof gets its own indexed page.
Movers
Focus
Speed-to-lead, review velocity, seasonal content. Chat widget that qualifies the move enquiry 24/7, Review Request Agent firing 2 hours after every completed job, city-pair pages published ahead of May peak.
Dentists
Focus
Appointment reminders, new patient reviews, before/after content. No-show recovery agent, private feedback capture before Google, AI-optimised service pages for high-value procedures.
Lawyers
Focus
Lead qualification, conflict-check automation, case study content. Intake bot that qualifies matter type and jurisdiction, automated conflict-check lookups, practice-area pages built for AI answer engines.
Start the process

10 questions. 5 minutes. Custom plan in 48 hours.

No call required. No commitment. If the plan doesn't fit your business, you keep it and we part ways.

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Online Optimisers

Online Optimisers · AI Integration