BAM - Business Accelaration Mentors

General Fit

Describe your business and the services you provide to your clients

Do you currently use any tools or platforms to manage lead generation, appointment setting, or follow-ups? If yes, which ones?

How many clients or leads do you handle on average per month?

Are you actively seeking ways to improve your appointment booking and lead follow-up processes?

Do you have experience offering SaaS solutions to your clients or using white-label software?

Business Needs and Challenges

What are your biggest challenges with booking appointments or following up with leads?

Have you noticed any gaps in your current processes that an AI-driven solution could address?

How critical is lead engagement and follow-up to your business success?

Are you looking for ways to save time or increase efficiency in your sales funnel?

Commitment to the Case Study

Are you willing to allocate time and resources to implement and test the AI SaaS platform?

Do you have a team member or contact who can oversee the integration and provide feedback during the program?

Would you be able to share specific metrics or data to evaluate the platform's impact (e.g., appointment conversion rates, lead engagement improvements)?

Are you comfortable providing a testimonial or case study results if the platform delivers measurable success?

Current Workflow Insights

How do you currently follow up with leads who don’t respond immediately?

Are your lead follow-ups automated, manual, or a mix of both?

What methods do you use to communicate with leads (e.g., email, SMS, social media)?

Do you serve clients in industries where lead nurturing and booking are critical (e.g., real estate, medical, fitness, etc.)?

Technology Readiness

Is your team open to using new AI-driven tools to enhance business operations?

Do you have the technical infrastructure (e.g., CRM, email systems) to integrate with the AI platform?

Are you open to white-labeling an AI SaaS platform to resell or provide as part of your service offerings?

Final Screening

What goals would you hope to achieve by participating in this case study?

Why are you interested in exploring an AI-powered solution for appointment setting and follow-ups?

Do you have the capacity to implement the platform within the next 30 days?

Form Filling Instructions