Texas SMB AI Customer Care Intake

Skip the call. Tell us where customer service work is slowing you down.

This 5-minute intake replaces the first discovery call and gives Liberty ChainGuard the information needed to recommend a Workflow Audit, AI Customer Care Pilot, or a not-ready-yet next step.

Start Intake See how it works

100% Veteran-Owned Small Business Texas-Based VOSB Certified AI & Procurement Focused

How it works

One intake. Three possible recommendations.

After submission, the app scores the lead and sends a clean record to Liberty ChainGuard for follow-up.

Workflow Audit

Best for smaller SMBs that need one manual process mapped and prioritized.

AI Pilot Candidate

Best when they have clear repetitive questions, content, urgency, and budget.

Not Ready Yet

Best when they need better content, tools, or process cleanup before AI.

Start here

AI Customer Care Intake

Answer the same questions we would cover on a 15-minute discovery call. Required fields are marked with .

Step 1 of 714%

Business Information

Business name * Website Contact name * Contact email * Phone number * City / service area in Texas *

Industry * Number of employees *

Current Customer Contact Flow How do customers usually contact you today? *

Phone calls Website form Email Facebook / Instagram Google Business Profile Text messages Live chat CRM / ticketing system

Roughly how many customer calls or inquiries do you receive per week? * Do you miss calls or inquiries after hours, weekends, or busy periods? *

Repeated Questions & Manual Work What questions does your team answer repeatedly? * What is the most frustrating customer-care task your team handles manually? *

Automation Opportunity What would you most like to improve first? * Should the AI assistant only answer, or also collect info and trigger a next step? *

Answer questions only Collect customer information Route requests to staff Create appointments/service requests Escalate to a human Not sure

Do you already have FAQs, service pages, policy documents, scripts, or other content the assistant could use? *

Value, Budget & Urgency What would a successful AI customer-care pilot accomplish? *

Save staff time Capture more leads Reduce missed calls Improve response speed Reduce repetitive questions Improve scheduling Improve customer experience Reduce support backlog

How urgent is this? * What budget range are you comfortable starting with? *

Upload any FAQ, service menu, intake form, screenshot, or script you want reviewed. Optional. File names are shared with your submission; secure transfer is arranged for a paid engagement.

Review & Consent

Lead score0

Fit ratingUnscored

Recommended offerPending Review

Anything else we should know before reviewing this intake?

Privacy note: Do not upload HIPAA-regulated records, payment card data, passwords, Social Security numbers, or sensitive customer records through this form. We will request secure transfer if needed.