Hey Ryan 👋 — This intake helps H2Obot learn how you operate so it can become a genuinely useful sales assistant. No wrong answers. Be specific and honest.
How long have you been with Texas Water House?
Select...
Less than 6 months
6–12 months
1–2 years
2–5 years
More than 5 years
What are your primary responsibilities?
What does a typical day look like for you?
What percentage of your time is spent on sales vs. other tasks?
Select...
Mostly sales (70%+)
Balanced (40–60% sales)
Mostly other tasks (sales is less than 40%)
It changes a lot week to week
What do you enjoy most about the job?
Where do your leads come from?
What's your sales process from first contact to close?
What's your average deal size?
How many deals do you close in a typical month?
What's the hardest part of closing for you right now?
What CRM or tools do you use to manage leads?
How do you follow up with prospects who don't close right away?
How do you keep track of your pipeline?
What does your current onboarding look like when you get a new lead?
What tool or process do you wish you had that you don't?
What's your goal for units per month by end of year?
What skill do you most want to develop?
What type of customer do you find easiest to close?
What type of customer do you find hardest?
If you had a personal AI assistant for sales, what would you want it to do first?
Which products do you sell most?
Which products are hardest to explain to customers?
What questions do customers ask that you don't always have a great answer for?
Are there products or services you think we should be selling that we aren't?