Free Local-Service AI Receptionist Readiness Checklist

Check whether a local-service AI receptionist or staff-training bot is ready before you connect anything to real calls, booking tools, customer records, payments, or staff data. This free starter gives owners and agencies a 12-point readiness checklist, missed-call handoff map, roleplay scorecard, and readiness gap report template.

Use it for public-safe first passes on missed calls, quote requests, booking inquiries, FAQs, after-hours handoff, and front-desk training scenarios. Score only visible or synthetic evidence; do not paste private customer records, call recordings, passwords, payment data, or workspace secrets.

• 12-point readiness checklist for FAQ coverage, lead-intake fields, urgent routing, owner/status/next-touch handoff, limits, booking expectations, service-area fit, privacy, stale-item visibility, and proof readiness.
• Missed-call / inquiry handoff map so every lead has an owner, status, and next touch.
• Staff-training roleplay scorecard for quote questions, urgent requests, out-of-area leads, and after-hours inquiries.
• Readiness gap report template so the next step is concrete before any live bot setup.

Paid local-service demo kit: https://payhip.com/b/KSPON

Free no-code ops checklist: https://payhip.com/b/ESN21 · Sample proof gallery: https://payhip.com/b/xfJUH

Want Nova to run the setup pass? Client Intake CRM Setup Sprint: https://contra.com/s/YLBFMUWg-client-intake-crm-setup-sprint