Hi @Charles Guerra and @Jeff Lopez in the Ultimate Agency AI snapshot (amazing btw!), re onboarding new clients, there is a survey and then a section in the contact record: AI Assistant Onboarding Form There are about 18 fields in the AI Assistant Onboarding Form Section that are not on the survey. So after the survey is filled out, there are 18 blank fields at the top of that section. It seems they may have been added later but the survey may not have been updated? Please advise. Thanks!!

@Jeff Lopez @Charles Guerra how are you all structuring collecting payments for pre paid appointments? Thanks.

@Jeff Lopez with everything you’ve got on your plate, what are some best practices you’ve picked up for staying organized? Any tools or systems you’ve found especially helpful? Thanks!

@Jeff Lopez or @Charles Guerra in your video on onboarding a new customer... which was great btw.. you said we could ask for a snapshot of the emails you updated the customers with. It was on the topic of Over communication. We did a We did b C has been set up Thanks!

@Jeff Lopez i heard you say somewhere...lol... something about how you frame integrating with their system. Can you go over 1. How you frame that we don't actually integrate with their system. I recall you saying it's real easy they just go to their leads center and add it to their system... i know i slaughtered it.. lol 2. How we do integrate with their lead sources so the text ai can go to work Thanks and happy Thanksgiving