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InspectionReadinessPal - Setup Intake Form

Client Setup Intake form

CONFIDENTIALITY: All information shared is private and used only for your engagement with Shakti AI, protecting both your privacy and our internal processes.

Complete this form or if you prefer to provide the information on a call, schedule one here (https://calendly.com/padmaja-shakti-ai/30min)

Takes ~15-25 minutes, no technical knowledge required

Section1: Restaurant Basic Information

1. Today's Date

2. Restaurant Name

3. Primary Contact Name

4. Role

4. Role
A
B
C

5. Contact Email for set up related communication

6. Restaurant Address

7. Phone number

Section 2: Restaurant Profile

1. Restaurant Type

1. Restaurant Type
A
B
C
D
E
F

2. Number of locations

2. Number of locations

3. Typical operating days

3. Typical operating days

Section 3: Inspection Context

1. How often are health inspections typically conducted?

1. How often are health inspections typically conducted?

2. When was your last health inspection?

2. When was your last health inspection?
A
B
C
D

3. Were any issues or warnings issued in your last inspection?

3. Were any issues or warnings issued in your last inspection?
A
B
C
D

4. If you prefer, briefly describe what was flagged.

Section 4: Reminder Set up preferences

NOTE: Your staff will be provided with link to the Checklist Form that they need to complete everyday or week, depending on the task. The Form will be provided as part of the InspectionReadinesPal set up and you have to make sure they are given this link.

1. The staff will be provided the Form link to be completed everyday

1. The staff will be provided the Form link to be completed everyday

2. Day of the week for the weekly checks to be completed

2. Day of the week for the weekly checks to be completed

Section 5: Checklist Alignment

1. Do you already use any compliance checklists?

1. Do you already use any compliance checklists?
A
B
C
D

2. Which areas are hardest to stay consistent with?

2. Which areas are hardest to stay consistent with?

Section 6: Internal Visibility Reports

1. Full name of the person receiving the InspectionReainessnessPal Log file

2. Who receives email notification with the Checklist logs

3. How often should the Log file be emailed?

3. How often should the Log file be emailed?

Section 7: Consent & Expectations

1. InspectionReadinessPal is a reminder and logging tool, not a replacement for training or inspections.

1. InspectionReadinessPal is a reminder and logging tool, not a replacement for training or inspections.

Section 8: Go-Live & Approvals

1. Preferred Go-Live Window

1. Preferred Go-Live Window

Activation Approval contact

Name

Email

Thank you for taking the time to complete the form. We will review your details and get in touch shortly with next steps.

Please drop me an email with any questions if you need help with completing this form.
We will get in touch if any additional information, clarification, content required.

Once the development is completed, we will schedule a working session to complete the set up from your end and test the bot to ensure the automation bot is set up as expected.

All set! We’ll take these details and do the heavy lifting for you!
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