Onboarding

Business Basics

Full Name *

Company Name *

Do you have a website name in mind? Give me a few options. if you have website put the URL here.

Industry/Niche

What product or services do you offer? please list them.

Who is your ideal customers(Age, Location, income, Problem they need solved)

What makes your business Unique, compared to competitors?

Sales and Marketing

Do you currently use a CRM or Marketing software?

What is your Average customer Value (first Sale + Lifetime Value)

Communication Preferences

When Leads contact you, what should the AI Agent do first?

Book an Appointment

Answer FAQ's?

Qualify the lead and send info

Transfer to staff

What tone/voice would you like the AI to use?

Professional & Formal

Friendly and Conversational

Energetic & Enthusiastic

Other

Business Goals

What are your top 3 business goals for the next 12 months?

If we solved one problem in your business today, what would make the biggest impact?

How do you define success in your Business? More revenue, more free time, happier clients, scaling etc?)

Owner Insights

What’s your biggest frustration as a business owner right now?

How do you prefer we communicate with you?

Text

Email

Phone call

Video Call

What’s your leadership style?

Hands on

Delegator

Visionary

detail Orientated

Is there anything else you want us to know to better support you and your business?

What is the best phone number for customers to reach you? (We will be setting up a tracking number that forwards here) *

What is your best email for our lead communication? *

Your Facebook Page Link (If you do not have one please put “Need to create”) *

What cities do you service? *

What are the main services you want to promote? *

Your Time Zone *

Full Business Address *

- Please list two area codes incase the first one is not available

Area code on the number we purchase - call tracking *

Offers/ promotions you have run in the past or thought about running

Any Additional Notes

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messagT & C*I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.es from the business.

Lets Get Started!

Fill Out The Form Below With As Much Detail As You Can!