Client Onboarding Form

Welcome! We're excited to build your new website and AI automation system. Please fill out this form completely and accurately. Providing all details and requested assets now is crucial for meeting our 7-day delivery timeline. The clock starts once we receive the complete form and necessary files. Let's get started!

Business Basics

Business Name

Your Name & Role

Contact Email

Contact Phone Number

Optional

Industry/Niche

Briefly Describe Your Business

What do you do? Who are your typical customers?

What are your main services/products?

List them clearly

What makes your business unique?

Your unique selling proposition

Who are your main competitors?

List website URLs if possible (Optional)

Website Goals & Look/Feel

What is the PRIMARY goal of this website?

Target Audience for the Website

Describe your ideal website visitor

Branding

Upload Your Logo

Require high-resolution PNG/SVG if possible. Max 10MB.

Brand Colors

Specify Hex codes if known, or describe (e.g., 'Deep Blue and Gold'). If none, we'll suggest a professional palette.

Preferred Fonts

If known. If none, we'll choose suitable web-safe fonts.

Website Look & Feel

Example Websites You Like

List 1-3 URLs - can be competitors or unrelated sites. Explain briefly what you like about them - layout, colors, features?

Website Content (CRITICAL - Must Be Provided)

Please provide the text content for each page selected above. You can write directly in the fields below or upload Word/Google Docs. Keep it concise and focused. Also, provide any images or videos you want to use.

Homepage Content (Text)

Key message, brief service overview, call to action. Provide text OR upload a file below.

Homepage Content (File Upload)

Upload Word/Google Doc/TXT file. Max 20MB.

About Us Content (Text)

Your story, mission, team info (optional). Provide text OR upload a file below.

About Us Content (File Upload)

Upload Word/Google Doc/TXT file. Max 20MB.

Services Page Content (Text)

Detailed descriptions of services. Provide text OR upload a file below.

Services Page Content (File Upload)

Upload Word/Google Doc/TXT file. Max 20MB.

Contact Page Details

Besides the form/chatbot, list Phone Number, Email Address, Physical Address (if applicable), Operating Hours.

Images/Videos for Website

Upload any specific images (team, services, location) or videos. If none provided, we use stock photos. Max 100MB total.

AI Chatbot & Automation Details

Chatbot's Main Purpose

Knowledge Base for Chatbot (RAG)

The better and more organized this information, the smarter your chatbot will be.

Upload FAQ Document

Doc, PDF, TXT - List of common questions and answers. Max 20MB.

Upload Service Details Document

More detailed info than website (pricing, process, areas). Max 20MB.

Link to Existing Knowledge Source (URL)

e.g., existing detailed website section or help center.

Chatbot Personality

Email Notifications

Email Address for Sending Notifications

Your business email (e.g., info@yourbusiness.com). We may need SMTP details or setup help.

Customer Email Triggers

What events should trigger an email to the customer?

Booking confirmation

Inquiry received confirmation

WhatsApp Lead Notifications (Optional)

Your Business WhatsApp Number

Include country code. Ensure it's usable for business notifications.

Domain & Hosting

Do you already have a domain name?

Do you have website hosting?

Final Agreement & Submission

Primary Contact for Review/Feedback

Name & Email of the person who will approve the work

I understand the 7-day delivery timeline begins after submitting this form with all required information and assets (logo, content, images). I agree to be reasonably available for feedback during Day 6.

Anything Else We Should Know?

Open text field for special requests, notes, or clarifications. Note: Significant deviations may affect the timeline/cost.