Client Onboarding:
Business Engine Setup.
What is the full operating name of your business?
*
Business Name
How would you best describe your industry or niche?
*
Industry / Niche
What city is your business primarily based in?
*
Primary City
Do you currently have an active website for your business?
*
Select an option...
Existing Website
If you have an existing website, what is the URL?
Current Website URL
What is your preferred domain name for your website?
*
Preferred Domain
List your top 3 revenue-generating services, numbered 1, 2, and 3 in order of priority.
*
Core Services
If you selected "Other," please describe your primary offer here.
*
Select an option...
Primary Offer
If you selected "Other," please describe your primary offer here.
Offer — Other
What is the single most important objective you want your AI system to accomplish for your business?
*
Select an option...
Main Goal
If you selected "Other," please describe your main goal here.
Goal — Other
Describe your ideal client in as much detail as possible — who they are, where they live, and what problem they need solved.
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Ideal Client
How would you describe the tone and personality of your brand? Select all that apply.
*
Luxury & High-End
Friendly & Approachable
Bold & Direct
Corporate & Professional
Trust-Based & Community-Focused
Energetic & Results-Driven
Calm, Reassuring & Expert
Minimalist & Clean
Other (please specify below)
Brand Tone — Other
If you selected "Other," describe your brand personality in your own words.
Brand Tone — Other
When a prospect lands on your website or sees your ad, what is the single most important action you want them to take?
*
Select an option...
Primary CTA
If you selected "Other," describe your primary call-to-action here.
CTA — Other
What are your standard business hours of operation? Include every day and any variations.
*
Business Hours
hich communication channels do you actively use to reach and engage with your clients and leads? Select all that apply.
SMS / Text Message
Email
Outbound Phone Calls
Instagram Direct Message
Facebook Messenger
Google Business Profile / Google Chat
WhatsApp
Live Website Chat
TikTok
LinkedIn
Other (please specify below)
Comm. Channels
If you selected "Other," please list any additional channels here.
Channels — Other
What is your primary service city, and which surrounding areas or neighbourhoods do you want to dominate in local search?
*
SEO Locations
What are the core services or keywords you want your business to rank for on Google?
*
SEO Keywords
What makes your business genuinely different from every other option your client could choose?
*
USPs / Edge
Submit