Seed Value Marketing

Phone Order Automation — Discovery

A few quick questions so we can confirm your Square setup can support an AI phone assistant that takes pickup orders and sends them straight to your system — before we build anything. Takes about 5 minutes.

Your business

Business name *

Your name *

Email *

Phone

1 · Square plan & setup

1. Which Square plan are you on? *

Square for Restaurants — Free Square for Restaurants — Plus Square for Restaurants — Premium Standard Square POS Not sure

2. How do incoming tickets reach the kitchen/counter? *

Kitchen Display System — screens Paper ticket printer Both Neither / not sure

3. What hardware runs the POS?

4. Do you take digital orders today (Square Online, DoorDash, Uber Eats)? Where do they show up for staff?

2 · How orders should flow

5. Phone orders are for…

Pickup / takeout Call-ahead Catering / large Dine-in

6. When an order comes in, who needs to see it and where?

7. Payment

Pay at pickup (recommended — cleaner & safer) Eventually want pay-by-phone

8. How far ahead do people usually order?

3 · Your menu (most important for accuracy)

9. Is your full menu built inside Square with current prices, sizes, and add-ons/modifiers? *

Yes — fully, including sizes & modifiers Partly — items but not all modifiers No — not built in Square Not sure

10. How often does the menu change?

11. Your 10–15 most-ordered items for phone/pickup (we launch with these first to prove it works, then expand)

12. Any items that are tricky to order by voice? (build-your-own, lots of options, "ask the staff" specials)

4 · Volume & phones

13. Roughly how many phone orders on a busy day vs. a slow one?

14. What happens to calls now — who answers, and do calls go unanswered during a rush?

15. Best phone number for this — can we route it, or is it your main line?

5 · Access (so we can verify, not change anything)

16. Open to giving us read-only access to your Square menu so we can map it accurately? One click to approve, revoke anytime — we never see your password or touch settings.

Yes Want to learn more first No

Anything else we should know?

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