Driver Concierge Setup Form

Complete this form so we can set up your system, messaging, and AI to match your lease-to-purchase program.

The more detailed your answers, the better your results.

Complete this form so we can set up your system, messaging, and AI to match your lease-to-purchase program.

The more detailed your answers, the better your results.

BUSINESS INFO

Who is filling out this intake form?

(Your name, email, phone number, title)

Business Name:

Business Email

Business Address

City

State

Country

Postal code

Business Phone Number

Website URL:

What are your business hours?

What areas do you recruit drivers from primarily? (local, regional, nationwide):

Describe your lease-to-purchase program in simple terms:

DESCRIBE YOUR LEASE TO PURCHASE PROGRAM

Describe your lease-to-purchase program in simple terms:

(How it works from start to finish)

What type of trucks do you offer?

(e.g., make, model, sleeper, age, etc.)

What does a typical driver earn in your program?

(Weekly or monthly range if possible)

Are there any upfront costs for drivers?

(deposit, down payment, etc.)

What weekly deductions or expenses should drivers expect?

Why would a driver choose YOUR program over others?

YOUR IDEAL DRIVER

Describe your ideal driver:

Years of experience, current situation (company driver, lease, etc.), why they’re considering ownership

What problems are your drivers trying to solve?

(e.g., more money, more control, better opportunities)

What usually triggers a driver to start looking at ownership?

DRIVER QUESTIONS & OBJECTIONS

What questions do drivers ask before committing?

1
2
3

Why do drivers NOT commit after applying or talking to your team?

(This is extremely important—be specific)

What are the most common objections or concerns drivers have?

1
2
3

What finally gets a driver to say YES?

(What builds trust or pushes them to move forward?)

What do drivers misunderstand about your program?

YOUR SALES PROCESS

What happens after a driver applies?

(Briefly describe your follow-up process)

How quickly does your team usually reach out to new drivers?

How many times does your team typically follow up with a driver?

Who handles incoming driver calls/leads?

Who should we route driver inquiries to?

(name, phone number, email)

What does your team do best when closing drivers?

YOUR OFFER & POSITIONING

Describe your program in one sentence:

(Simple, clear explanation)

What result does a driver get if they succeed in your program?

Why should a driver trust your company?

What do you do differently than other lease programs?

What happens if a driver stays where they are instead of making a move?

BRAND VOICE

How do you typically talk to drivers?

(e.g., direct, casual, professional, no-BS, etc.)

Any phrases or language your team uses often?

Anything we should avoid saying to drivers?

FAQ + REAL WORLD INSIGHTS

What do drivers ALWAYS want to know before they commit?

How does your team usually respond when drivers hesitate?

What's your best-selling product/service and why?

What is the biggest mistake drivers make when choosing a lease program?

Any MUST-KNOW policies? (Refunds, delivery time, cancellations, etc.)

EXTRA STUFF

Share 1–3 strong testimonials or real driver success stories

Do you have any real driver numbers/results we can reference?

Any videos, links, or content you'd like the bot to reference?

Any sales scripts, brochures, emails, or DMs you use to close sales:

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

FAQs

Straight Answers For Busy Agents

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