AI Chatbot Training Questionnaire

Full Name

Email

Phone

Business Information

Your Business Name

Address

City

State

Country

Postal Code

Main Phone Number

After-Hours Phone Number

Website URL

Obituary Page URL (if applicable)

Do you operate multiple locations?

Yes

No

If yes, list additional locations

Primary Contact for AI Setup

Name
Title
Email
Phone.No

Service Area & Availability

What geographic areas do you serve?

Are you available 24/7 for at-need calls?

Yes

No

If no, provide hours

Do you offer removal/transfer services?

Yes

No

Average response time for at-need situations?

At-Need (Immediate Need)

When someone has experienced a death, what is the FIRST instruction you want the chatbot to give?

Who should at-need inquiries be routed to?

Name
Email
Phone

Do you prefer the chatbot to:

Immediately offer a call transfer

Collect contact information first

Schedule an appointment

Provide pricing information

What documents should families prepare before meeting with you?

Do you offer:

Burial services

Cremation services

Direct cremation

Memorial services

Graveside services

Other

If other, list below

Typical starting price for:

Traditional burial
Cremation
Direct cremation

Are there common additional fees families should be aware of?

Yes

No

If yes, add below

Do you partner with cemeteries, florists, or clergy you want mentioned?

Is there a florist you would recommend?

Yes

No

If yes, enter florist name

Enter florist phone. no

Preneed (Pre-Planning)

Who handles preneed inquiries?

Name
Email
Phone

Do you offer these services:

Insurance-funded preneed

Trust-funded preneed

Payment plans

Price guarantees

Transferable policies

What is your general message to someone considering preplanning?

What are the main benefits you want the chatbot to emphasize?

Should the chatbot offer:

A free consultation

A downloadable guide

A scheduling link

Immediate phone number

Do you want preneed leads tagged differently in your CRM?

Yes

No

if yes, list below

What qualifies as a "hot" preneed lead for your team?

Appointment & Scheduling Preferences

Do you want the chatbot to book appointments directly?

Yes

No

Provide scheduling link (if applicable)

Business hours for in-person meetings

How long are standard arrangements appointments?

Do you allow same-day appointments?

Yes

No

Messaging & Communication Style

Tone preference for chatbot responses:

Formal & Professional

Compassionate & Gentle

Direct & Informational

Warm & Conversational

Any words or phrases the chatbot should avoid?

Mission statement or core message to reflect in conversations

Languages supported

FAQ Training Data

Please provide answers to the following common questions:

What should I do if a death occurs at home?

What if the death occurs at a hospital or nursing facility?

What should I bring to my arrangement conference?

Can I make arrangements online?

Do you handle veteran services?

Are payment plans available?

What happens if a family cannot afford services?

Are children permitted at services?

Is your facility handicap accessible?

Is there parking available

Yes

No

What hotels do you recommend for out-of-town families?

Additional Customization

Seasonal messaging (holiday grief support, memorial events, etc.)

Should the chatbot discuss pricing at all?

Yes

No

Anything the chatbot must NEVER say

Additional notes or instructions

I have reviewed and approve all FAQ content for chatbot use.

I acknowledge that AI-generated responses may occasionally require review or refinement.

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