Question set adapts to deployment. Solo skips multi-doctor questions; Hospital adds department + ED + IPD.
Pre-meeting intake · run with the clinic owner / lead doctor
Verdict — clinic intake
Type answers as you go — auto-saves to localStorage.
Required fields marked *. Print or save as PDF when done. Answers
sync to the Verdict tool in the specialty hub.
Specialty: —
Clinic name (header)
Lead doctor (header)
Meeting date
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Section 1 of 8
Clinic identity
1.Full clinic name (legal / display)*
2.Short / display name (used in WhatsApp replies)
3.Tagline (one-line clinic positioning)
4.Years in operation
5.Primary location (city, neighborhood)*
6.Full street address (AI shares with patients)
7.Website URL
8.Instagram handle
9.Brand voice (sets the AI tone)
10.Languages spoken to patients
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Section 2 of 8
Doctors & staff
11.Owner / lead doctor (full name with title)*
12.Lead doctor's clinical focus
13.How many doctors total?*
14.Other doctors — name + specialty + days they work (one per line)
15h.How is patient flow distributed across doctors today?
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Section 3 of 8
Services & pricing
16.Core services (one per line — AI's service catalog)*
17.Flagship / hero service
18.Pricing — fees per main service (paste price list)*
19.Packages / bundles
20.Deposit policy
21.Currency
⚙️
Section 4 of 8
Operations & channels
22.Weekday hours
23.Saturday hours
24.Sunday hours
25.Number of treatment rooms / chairs / consult rooms
26.Typical patient volume
27.Current booking system
28.How patients reach you today (tick all)*
29.How many reception / front desk staff?
30.Reception live hours (when humans answer)
31.What happens after-hours / weekends today?
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Section 4.5 · Hospital only
Hospital structure & departments
31a.Number of active specialty departments*
31b.List active departments with daily patient volume (one per line)
e.g. "Internal Medicine — 38/day", "Pediatrics — 29/day", "Cardiology — 24/day"
31c.24/7 Emergency Department?*
31d.Inpatient (IPD) bed count
31e.ICU + HDU bed count
31f.Imaging on-site (tick all)
31g.On-site lab?
31h.On-site pharmacy?
31i.Maternity / labour ward?
31j.Theatre / OR suites count
31k.How are inter-department referrals handled today?
e.g. paper slip, shared EMR, WhatsApp group, phone call to consultant on-call
31l.Patient flow model
31m.Cross-specialty AI triage requirements
When a patient calls, AI may need to route to multiple specialties. Which combinations are most common?
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Section 5 of 8
Insurance & payment
32.Insurers panelled (one per line)
33.Procedures requiring pre-authorisation
34.Self-pay accepted (tick all)
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Section 6 of 8
Pain points & goals
35.Top 3 problems you want AI to solve (be specific)*
"WhatsApp is buried — losing 30% of leads" · "No-shows kill Mondays"
36.Estimated no-show rate today (%)
37.% of inbound enquiries that actually book?
38.Avg revenue per visit (KES)
39.Monthly revenue (KES — for ROI projection)
40.90-day goals (specific, measurable)*
"Cut no-show to <10%, capture 90% of WhatsApp within 5 min, recover KES 200k/month."
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Section 7 of 8
Clinical scope & safety
41.Red flags AI should ALWAYS escalate to ER*
Be specific. Examples for physio: cauda equina, fracture signs, neuro deficit, severe trauma.
42.Sensitive topics that need a HUMAN, not AI
43.Things AI must NEVER do (out-of-scope clinical advice)
e.g. drug doses, X-ray interpretation, definitive diagnoses, prognosis.
44.Patient demographics (age, common complaints, language mix)
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Section 8 of 8 · the killer section — spend most time here
Consultative content & booking conversion
45.Top 5–10 questions patients ask BEFORE booking (one per line)*
What the AI gets hit with most. Get the doctor to voice 5–10 real conversations.
46.Ideal answers in Q/A pairs — write how the doctor actually answers in person*
AI copies this style word-for-word. Format: Q: ... A: ...
47.Educational facts AI should drop into conversations
e.g. "Most acute back pain responds to physio in 4–8 sessions, not surgery." · "You're not broken — you loaded up something that needs retraining."
48.Conversion phrases — literal lines AI uses to close to a booking*
Match how the doctor's reception ACTUALLY closes today.
49.AI consultative persona
50.Pacing — when to suggest booking
51.Common booking objections + how AI should answer
"It's too expensive" / "Let me think" / "I want to ask my partner" — preferred response to each.
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Final step · sends your answers to Hussain securely
Send to Flowxa
Your name (so Hussain knows who submitted)
Your email (Hussain will follow up here)
Your WhatsApp number (with country code — optional)
Privacy note. Your answers are sent only to Flowxa and used to build your personalised demo. We don't share or sell your data.
Encrypted in transit (TLS 1.3) + at rest (AES-256). Full security overview available on request.
Tips for the meeting
Bring your laptop or iPad — type as the doctor speaks. Auto-saves every keystroke.
Spend most time on Section 8 (Q45–48). The killer demo magic comes from these.
Switch specialty at the top if you're prepping for a different prospect — answers persist per specialty.
End the meeting with a live demo. Open demo.html → pick this specialty → Verdict → click Generate → Send to Demo. The doctor sees THEIR clinic in the AI within 60 seconds.
Flowxa · Verdict Intake