Ventic AI
Product Discovery · for Rhonna

Where should Ventic AI go next?

You gave us the vision and we built the first version. Now we want to build the rest of it around exactly how you run the business — not how we guess. Tick what fits, mark what doesn't, and use the notes under each question for the details. Nothing here is a commitment; it's a menu so we build the right things in the right order.

For: Rhonna ~20–25 min Skip anything that doesn't apply
What's already live in Ventic AI today — built from your first round of notes, all reading straight from GoHighLevel:
✓ Leads (contacts)✓ Pipeline board✓ Calendar (Mateus)✓ Conversations + send SMS✓ Estimates & Invoices✓ Route map (best-slot)
This questionnaire is about (1) whether those fit how you work, and (2) which of GoHighLevel's many other powers are worth building in next. We'll stay on course with what's built — this just tells us where to point.
1

Your day, start to finish

The best way for us to build the right things is to understand your actual flow.

1.1Walk us through a typical lead — from the moment it comes in, to booked, to serviced, to paid, to follow-up. Where does it get stuck or eat your time?
1.2Where do most of your leads come from right now?
1.3If you could wave a wand and have the app do one thing for you automatically, what would it be?
2

What's built — does it fit?

For each thing we've already made, tell us: keep as-is, tweak, or you don't really use it. Notes are where the gold is.

2.1Leads (searchable contact list, tap for details)
2.2Pipeline board (opportunities by stage)
2.3Calendar (Mateus's appointments by day)
2.4Route map (drop in a new address, see the best slot)
2.5Conversations (read threads + send SMS replies)
2.6Estimates & Invoices (list with status)
3

Contacts & leads — going deeper

Right now the app reads contacts. It could also do a lot more with them.

3.1Which of these would actually help you? (tick any)
3.2Is the ~14k cold list something you want to actively work, or leave parked for now?
4

Pipeline — working the deals

The board shows opportunities today. Should it also let you act on them?

4.1What would you want to do from the board? (tick any)
4.2Are the HVAC pipeline stages right? (New Request → Review → Awaiting Confirmation → Booked → Diagnosis/Estimate → Follow-Up → In Progress)
5

Booking — the review-first flow

You told us a service request should not auto-become a confirmed appointment on Mateus's calendar. Let's build that flow exactly.

5.1Should we build a service-request intake form customers fill out (name, address, what's wrong, system type, photos, preferred time) that lands as "Pending Review" for you — not on the calendar?
5.2Your flow was: Service Request → Pending Review → Customer Confirmation → Fee/Terms Accepted → Confirmed Booking. Is that still right?
5.3Should the app record that the customer accepted the diagnostic fee / terms when you confirm the booking?
5.4When you confirm, should the app show open time slots (from Mateus's real availability) so you can offer one on the spot?
6

Messaging & the phone

You can send SMS replies now. Here's what else GoHighLevel can do on the communication side.

6.1Which would help? (tick any)
6.2GoHighLevel has a Voice AI that can answer or make calls. Any interest? (Be honest — it's a big step.)
7

Money — estimates, invoices, payments

The app lists estimates/invoices today. It could also help you create and collect.

7.1Which would help? (tick any)
7.2You mentioned a finalized pricebook is coming. When it's ready, should the app help build repair estimates from it automatically?
8

Growth & marketing

GoHighLevel has a full marketing toolkit. Which of these matter for Ventic — now or down the road?

8.1Tick anything you'd want (now or eventually):
8.2If you worked the cold list, what's the offer/message that would actually get HVAC customers to bite?
9

Automation & the AI's role

What should the app do for you automatically vs. always run past you first?

9.1What are you comfortable with the AI doing on its own? (tick any)
9.2Would an AI knowledge base (trained on Ventic's services, pricing, FAQs) that helps answer customer questions be useful?
10

Priorities — what first?

Last one. This tells us the order to build in. Number your top picks 1, 2, 3… (leave the rest blank).

10.1Rank what you'd want us to build next:
The review-first booking flow + intake form
Acting on the pipeline (drag stages, create, won/lost)
Contact tools (notes, tasks, tags, add/edit, history)
Messaging (templates, AI drafts, reminders, email)
Money (create estimates/invoices, collect fees, who-owes)
Marketing (campaigns, funnel, forms, reviews)
Voice AI (answering / calling)
Something else (in notes)
10.2Anything at all we didn't ask about — a wish, a frustration, an idea?
Your name: