42Voice — Client Requirements Form

Section 1

Client Information

Company Name *

Contact Name *

Email Address *

Phone

Industry

Date Submitted *

Preferred Contact Method *

Email Phone Other

Section 2

Service Selection

Which AI voice solution(s) are you interested in? *

Cold Calling Lead Agent Booking & Appointment Agent Level 1 Customer Support Agent Other

Brief Description of Use Case *

Section 3

Business Objectives

Primary Goals *

Key Performance Indicators (KPIs)

Section 4

Target Audience

Who will the AI agent interact with? *

Demographic Details

Section 5

Voice & Language Preferences

Preferred Voice Type *

Male Female Other

Preferred Accent *

Preferred Language(s) *

Section 6

AI Agent Script & Workflow

What should the AI agent say? *

Include greeting, key phrases, tone, and any phrases to avoid.

Call Workflow *

Section 7

Success Reporting

Who should receive success notifications? *

Name	Email	Role

Preferred Format for Reports

Email Dashboard Other

Report Frequency

Daily Weekly Monthly

Section 8

Technical Requirements

Integration Needs

CRM Integration (e.g. Salesforce, HubSpot) Calendar / Scheduling Tools (e.g. Google Calendar, Calendly) Telephony Systems (e.g. Twilio, RingCentral) Other

API Access Required?

Yes No

Current System / Environment

Section 9

Operational Details

Expected Volume

Operating Hours

Data Privacy / Compliance Requirements

GDPR CCPA HIPAA None specific

Section 10

Select Your Plan

One-time setup fee of $500 NZD applies (waived on Professional Plan).

Starter

Starter Plan

$199 NZD / month

3-month minimum · Up to 150 call minutes/month · Cold Calling Lead Agent · Email support

Basic

Basic Plan

$500 NZD / month

3-month minimum · Up to 500 call minutes/month · Cold Calling Lead Agent · Email support

Professional

Professional Plan

$1,500 NZD / month

3-month minimum · Up to 1,500 mins/month · Cold Calling + Booking Agent · Free setup included

Enterprise

Enterprise Plan

Price on Application

Custom term · All Professional features · Dedicated account manager · Real-time analytics · 24/7 support

Section 11

Additional Requirements

Customisation Needs

Training or Onboarding Support?

Yes No

Timeline for Implementation

Immediate Within 1 month Within 3 months Other

Additional Comments or Notes