Legacy to AI β L2A Audit Intake
Your AI-Ready site starts here
This intake form gathers everything we need to begin your audit. The more detail you provide, the sharper your SOP and roadmap will be.
This is a commitment form. Completing it means you are serious about the transformation. Once submitted you proceed to pay R3,500 to lock in your L2A audit slot.
π Business Profile
Tell us about the business behind the site. This shapes the entire audit and strategy.
Years in Business Less than 1 year 1β2 years 3β5 years 6β10 years 10+ years
Number of Staff Solo / Freelancer 2β5 6β15 16β50 50+
Service Area Local β single city/suburb Regional β province or multi-city National β all of South Africa International
VAT Registered? No Yes Pending
What does your business do? (1β2 sentences)
Industry / Sector *
π
Beauty & Wellness
Salon, spa, aesthetics
π¨
Trades
Plumber, electrician, builder
π
Automotive
Workshop, detailing
π§Ή
Cleaning
Residential, commercial
π
Fitness
PT, yoga, coaching
π©Ί
Health & Medical
Therapy, clinics
π
Coaching
Consulting, advisory
βοΈ
Professional
Legal, accounting
π½οΈ
Restaurant
CafΓ©, food service
π¨
Hospitality
Accommodation, guesthouse
πΊοΈ
Tours & Activities
Experiences, adventures
π
Events
Functions, weddings
π
Real Estate
Sales, rentals, agents
ποΈ
Retail
Shop, e-commerce
πΌ
Other
Any service business
Next: Contact Details β
π€ Contact & Stakeholders
Who do we talk to? Who makes decisions?
Primary contact β the person completing this form.
Role / Title
Preferred Contact Method WhatsApp Email Phone Call Zoom / Video Call
Best Time to Reach You Morning (8amβ12pm) Afternoon (12pmβ5pm) Evening (5pmβ8pm) Anytime
Decision maker β if different from above.
β Back Next: Current Site β
π Current Site Overview
What exists right now β even if it’s a mess. The more honest you are, the faster we can help.
β Back Next: Content β
π Content & Brand Assets
Be upfront about what you have and what you need β it directly affects hours and cost.
Content supply status *
β Select β
Client supplies all content β ready to go
Mix β some ready, some needs work
Needs full research and rewrite by Smart-AI
Use existing content only β clean and optimise
Required
Do you have a brand guide?
Logo files available?
SVG / Vector
PNG only
None / Need new
Brand colours (hex codes if known)
Image / Photo library available? Yes β professional photos ready Mix β some stock, some custom Stock photos only No images β need sourcing or shoot
Video content? No video needed Existing video to embed Need video production Background / hero video only
Key pages that MUST be on the new site (list them)
Pages / content to REMOVE completely
3 competitor or inspiration sites you respect (URLs)
β Back Next: Technical State β
βοΈ Technical State & Performance
The technical audit is where we find the invisible leaks. Estimates are fine.
Total images on site (approx.)
Google Analytics installed? Yes β GA4 Yes β old Universal Analytics No Not sure
Google Search Console? Yes β connected No Not sure
Google Business Profile? Yes β active and managed Yes β claimed but neglected No Not sure
Existing schema / structured data? Yes No Not sure
Sitemap submitted to Google? Yes No Not sure
Last site backup? Within the last week Within last month 3β6 months ago Over a year ago Never / Unknown
List current active plugins (paste from WP β Plugins β Active, or best guess)
Known security issues (optional)
β Back Next: Goals β
π― Goals & Vision
The clearer your vision, the sharper our SOP and roadmap.
Primary goal for the new site *
β Select β
Generate more leads / enquiries
Drive online sales / WooCommerce
Build authority and trust
Increase bookings / appointments
Improve local search visibility
Replace embarrassing legacy site
Add automation and AI readiness
All of the above
Required
SEO / AEO / GEO / Schema scope
Basic SEO
SEO + AEO + GEO + Schema
Discuss first
Describe your ideal target customer
What does success look like in 6 months? *
Required
Urgency / Desired go-live Normal β 2β4 weeks Rush β within 2 weeks ASAP β within 1 week Flexible
Budget range for full implementation (after audit) R3,500βR10,000 R10,000βR25,000 R25,000βR50,000 R50,000+ enterprise Discuss after audit
Any hard constraints
β Back Next: Features β
β¨ Features & Integrations
Tick everything you want on the new AI-ready site. The audit will prioritise needs vs. nice-to-haves.
AI ChatbotFAQ + lead qualify
Customer Care AgentBookings, complaints, follow-ups
WhatsApp IntegrationSA standard β connect to your numbers
Booking / Appointment SystemReduce no-shows, automate confirmations
WooCommerce Online StoreProducts, cart, checkout, payments
Payment GatewayPayFast, Yoco, Peach, Brisk
Lead FormsQuote, callback, audit request
Reviews / TestimonialsSocial proof widgets
CRM IntegrationHubSpot, Zoho, Monday, etc.
Automation WorkflowsEmail, WhatsApp, reminders
Blog / Content HubSEO content engine
Multi-languageEnglish + other language(s)
β Back Next: Access β
π Access & Permissions
Only share what youβre comfortable sharing now. We can request more later if needed.
Can Smart-AI access the current site backend?
Login credentials available?
Anything we must avoid touching?
β Back Next: Review β
β Review
Check your answers before moving to the payment step.
Business
Name β
Location β
Industry β
Contact
Name β
Email β
Phone β
Current site + goals
URL β
CMS β
Goal β
β Back Proceed to Payment β
π³ Payment
Proceed to the L2A pay gate after submission.
R 3,500
Local audit payment
Your audit slot will be reserved next
Click continue to move to the payment page and secure your L2A audit booking.