VSP Group Beta

Lola AI Audit intake

Request a free AI Workflow Audit beta spot.

Use this page to prepare your intake. There is no live form endpoint, CRM write, calendar write, payment link, account access request, or guarantee of results on this beta page.

Download the beta intake prep worksheet before sending anything externally.

Email the intake

What to send

  1. Full name
  2. Email
  3. Business name
  4. Website
  5. City / market served
  6. Industry / niche
  7. What do you sell?
  8. Who is your ideal customer?
  9. What is your highest-value service/product?
  10. How do new customers usually find you now?
  11. What happens when a new lead or inquiry comes in?
  12. Where do leads/customers most often fall through the cracks?
  13. What is the most repetitive/manual task in the business right now?
  14. What tools do you use now?
  15. Do you currently track leads and follow-ups anywhere?
  16. Which first improvement matters most: faster response, fewer missed leads, less admin, better follow-up, consistent content, cleaner reporting, or other?
  17. What would a good first improvement look like?
  18. Links to public profiles/pages we should review.
  19. Anything we should not touch or recommend changing?
  20. Consent: you understand this is an audit/intake, not a guarantee of revenue, rankings, leads, time savings, or specific results.

Beta boundary

No passwords, account access, CRM access, inbox access, calendar access, payment access, private customer data, or sensitive records are required for the audit stage. If the audit is useful, VSP Group may ask for feedback, testimonial permission, or an anonymized case snippet. You can decline.

Stop before pricing, paid implementation, external sends outside the approved path, regulated advice, guaranteed leads/rankings/revenue/time savings, or any system change.