Step 1 · Before your onboarding call

Pre-Onboarding Intake Form

Please fill out the following information prior to your onboarding call. The more we know up front, the faster we tune your AI and get you live.

Pre Onboarding Intake Form

Please fill out the following information PRIOR to your onboarding call

First Name *

Last Name *

Phone *

Email *

Tech Information

Your Website URL

Where is your domain hosted? You'll need to login here during your onboarding call. *

Business Information

Business Name *

Business Phone Number *

Business Email *

Business Address *

Hours of Operation

Business Type (Description of your Business) *

Please provide a brief description of your business

Customer persona (Description of your Clients) *

Please provide a brief description of your clients

Business Services *

Please provide a list of services with descriptions and prices

Upload Your Business Logo

Upload as many versions as you have. Transparent background is recommended.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

AI Assistant

AI Assistant Name?

Example: Lenny — we will match the voice to the gender of the name

Primary Goals for the Bot?

5 FAQs and how would you like the AI to answer them

Documents to Train the AI Assistant:

Upload any documents that will help the AI understand your business. These will act as the bot’s knowledge base when answering questions.

PDF, DOCX or DOC Recommended document types: • Your service descriptions (Google Doc or PDF) • Pricing guide or packages • FAQs or help articles • Onboarding guides or client welcome packets • Policies such as refund, cancellation, or terms

Almost there

Let's get your CRM set up.

You'll be bringing in new leads in no time.