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

Upload Your Business Logo

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

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.

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

Let's Get Your CRM Set Up

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

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