AI Systems Delivery Checklist
A simple checklist showing exactly what PromoAI prepares when setting up an AI-assisted lead, follow-up and visibility system for a local business.
What PromoAI Delivers
This is the working kit the business owner or team can use to handle enquiries better.
Client Intake Summary
A clean summary of the business name, services, contacts, branches, products, delivery areas, opening hours and customer actions.
WhatsApp Enquiry Flow
A step-by-step message flow that helps customers choose location, product, quantity, delivery option and next action.
Branch & Contact Routing
Clear routing so customers are sent to the right number based on branch, location or service needed.
FAQ Response Bank
Ready replies for common questions about prices, delivery, availability, location, payment, bookings and order details.
Follow-Up Messages
Human-sounding messages for customers who asked but did not reply, customers waiting for quotes, and repeat buyers.
Review Request Messages
Polite messages for asking happy customers to leave Google reviews after delivery, purchase or service completion.
Google Business Profile Content
Post ideas, service descriptions, product descriptions, Q&A suggestions and review reply templates.
Lead Tracking Sheet
A simple tracker for customer name, phone, location, product needed, source, status, follow-up date and outcome.
Monthly Report Template
A basic report format showing enquiries, calls, reviews, posts, follow-ups, closed leads and next actions.
Staff Handover Notes
A short guide explaining how the business owner or team should use the messages, tracker and follow-up process.
Delivery Process
Simple steps so the client knows what happens from intake to handover.
Collect Details
We gather the business information, products, branches, questions and contacts.
Build the Flow
We create the WhatsApp enquiry flow, routing logic and customer reply templates.
Prepare Tools
We prepare the lead tracker, follow-up messages, review requests and Google post ideas.
Hand Over
We explain how to use the system and what to check weekly or monthly.
What the Client Gets at Handover
The aim is not to confuse the business owner with AI language. The aim is to give them a practical system their team can actually use every day.
Ready to set this up for a client?
Start with the intake form. Once the business details are clear, PromoAI can prepare the full delivery kit.
Need monthly reporting too?
Use the PromoAI monthly visibility report template to track enquiries, posts, reviews, follow-ups and closed leads.