Online Optimisers · AI Integration
Overview Process The 10 Questions Sample Plan Niches
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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: 30-60% more booked jobs
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 HubSpot Pipedrive None yet Other
Question 02
Where do most of your leads come from right now?
Google search GBP / Maps Referrals Paid ads Social media
Question 03
What is your single biggest gap right now?
Reviews New leads Follow-up speed AI visibility Team capacity
Question 04
How fast do you reply to new leads?
Within 1 hour Same day Next day Honestly, depends
Question 05
Do you currently have a chatbot?
Yes, and I like it Yes, but I hate it No What is a chatbot
Question 06
How many completed jobs per month do you do on average?
Under 20 20-50 50-100 Over 100
Question 07
Where do your quote-to-book conversions leak the most?
After quote, no reply Show rate at walkthroughs Quote price pushback Not sure
Question 08
What is your review generation process today?
Automated (text or email) Manual (we ask at end of job) No process Plan to add
Question 09
Do you have multiple locations or service areas?
One city Two cities Broader state Multi-state
Question 10
What integration would have the biggest impact for you right now?
Chatbot Review agent Quote follow-up AI search monitoring 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 Soft Touch Moving's actual starting position.

Custom Integration Plan · Soft Touch Moving · Generated from your answers
Your 90-day AI integration roadmap
Your stack today
  • No CRM in place
  • Leads mostly from Google search
  • Biggest gap: AI visibility (score 33)
  • Reply time: same day
  • No chatbot yet
  • 40-60 moves per month
  • Quote-to-book drops after initial quote
Recommended integration waves
Wave 1 · Week 1 Core wiring
  • Set up GHL sub-account
  • Embed AI Receptionist chat widget
  • Wire quote form to GHL
  • Deploy 9 schema blocks (immediate AI visibility lift)
Wave 2 · Week 2-3 Conversion layer
  • Quote Follow-Up Agent live (targets your biggest leak)
  • Review Request Agent live (5x more review velocity)
  • Appointment reminder flow
  • No-show recovery agent
Wave 3 · Week 4-6 Visibility and content
  • Seasonal Content Agent publishing city pages
  • Tier 2 citation sweep
  • Competitor intel dashboard
  • Monthly AI retest
Projected outcome at day 90
AI Visibility Score
33 → 70+
Booked walkthroughs
+35% from Quote Follow-Up alone
Reviews per month
2 → 8
Quote-to-book conversion
+25%
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.

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.
Roofers
Focus
Storm-season response time, insurance paperwork automation, project photo content. 10-minute lead response bot, claim-docs templating agent, on-site photo uploads auto-syndicated to GBP and city pages.
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.

Get your 10 questions Back to overview ←
Online Optimisers

Online Optimisers · AI Integration