Call Sandwich Intake Form
Call Sandwich Intake Form
Sample Page
Call Sandwich Intake Form
1. Company & Contact Information
Primary contact for project communications and approvals.
Company Name
*
First Name
*
Last Name
*
Title/Role
Email
*
Phone
*
Billing Contact (if different)
Leave blank if same as primary contact.
2. Project Overview
Help us understand your business goals and what success looks like.
What problem are you trying to solve with voice AI?
*
What does success look like for this project?
*
Industry/Vertical
*
Healthcare / Insurance
Financial Services
Real Estate
Home Services
Legal
Education
E-commerce / Retail
Other
Please specify your industry
3. Agent Configuration
Define the personality, tone, and behavior of your AI agent.
Call Direction
*
Inbound (receiving calls)
Outbound (making calls)
Both
Agent Persona & Tone
*
Professional / Neutral
Friendly / Warm
Formal / Corporate
Casual / Conversational
Custom
Describe your custom persona/tone
Agent Name
The name the AI agent will use to introduce itself.
Company Name (for agent introductions)
Preferred Voice
Sample Opening Script
Write the greeting exactly as you’d like the agent to say it.
4. Scope of Work
Define exactly what the agent needs to accomplish during calls.
Primary Use Case (select all that apply)
*
Lead Qualification / Intake
Appointment Scheduling
Customer Service / Support
IVR Navigation (calling into phone trees)
Collections / Payment Reminders
Survey / Feedback Collection
Order Status / Tracking
Warm Transfer to Live Agent
Other
Please specify other use case
Detailed Task Description
Information to Collect
Information to Provide
Error Handling Requirements
5. Technical Requirements
Integration points, data sources, and telephony setup.
Telephony / Dialer
*
Twilio
VICIdial
Five9
Genesys
RingCentral
Vonage
Bandwidth
Telnyx
Custom SIP Trunk
Need carrier recommendation
Other
Please specify other telephony platform
Current Dialer/Platform
Carrier/SIP Provider
Outbound Caller ID (if outbound)
System Integrations Required
CRM (Salesforce, HubSpot, Zoho, etc.)
Calendar/Scheduling (Calendly, Cal.com, etc.)
Custom API / Internal System
Database (MySQL, PostgreSQL, MSSQL, etc.)
Webhook / Zapier / n8n
None – standalone operation
Which CRM?
Which Calendar/Scheduling tool?
Which Database?
API/Integration Details
Data Requirements
Call Transfer Requirements
No transfer needed – agent handles entire call
Cold transfer to phone number
Warm transfer with whisper/summary
Transfer to specific agent/queue
Conference in additional party
Transfer Destination
Transfer Trigger
6. Volume & Success Metrics
Help us understand scale and how to measure success.
Expected Daily Call Volume
Peak Hours/Days
Average Call Duration
Key Performance Indicators (KPIs)
Current Baseline
7. Timeline & Constraints
Project timing, deadlines, and any constraints we should know about.
Desired Go-Live Date
Hard Deadline (if any)
Pilot Start Date (if applicable)
Project Priority
*
Urgent – need ASAP
High – within 2-4 weeks
Standard – 4-8 weeks acceptable
Flexible – no hard timeline
Known Constraints or Blockers
8. Resources You Will Provide
Items and access we'll need from you to complete the project.
Confirm you can provide the following:
API credentials / access keys
Dialer/telephony credentials
Sample call recordings (for reference)
Sample data files (leads, customer records)
Current scripts or call flows
Technical point of contact for integration questions
Decision maker availability for feedback/approvals
Technical Contact
Decision Maker
Additional Resources or Documentation
9. Budget & Engagement Preferences
This helps us tailor a proposal that fits your needs.
NOTE:
The Average Build Price for a POC Agent by Professional Certified Partners ranges from
$12,000 – $25,000
depending on complexity.
Budget Range for Implementation (please select one)
*
$5,000 – $10,000
$10,000 – $25,000
$25,000 – $50,000
$50,000+
Need guidance on typical costs
Preferred Engagement Model
*
Fixed price (defined scope)
Time & materials (hourly)
Retainer (ongoing support)
Open to recommendations
Additional Budget Considerations
10. Additional Information
Anything else we should know?
Special Requirements or Concerns
Questions You Have for Us
How Did You Hear About Us?
Please select…
Google Search
Retell AI Partner Directory
Referral
LinkedIn
Conference / Event
Other
Please specify how you heard about us
Next Steps
Complete this worksheet as thoroughly as possible
Gather any supporting materials (scripts, recordings, API docs)
We’ll schedule a discovery call within 2 business days
Questions? Contact us at
818-970-9695
/
scope@callsandwich.com
Submit Intake Worksheet