New Client Intake Form

List all days and hours. e.g. Mon-Fri 8am-6pm, Sat 9am-2pm, Sun Closed

2-3 sentences. This becomes the foundation of your AI chatbot and voice agent.

What do your best customers say about you? Why do they choose you?

Your primary and secondary brand colours. Pick from the colour wheel or paste a hex code.

PNG or SVG preferred. If you don't have one, we'll create a simple wordmark.

Pick all that apply — this shapes your AI chatbot and copy voice.

Check all that apply.

One service per line. Include a brief description for each if possible.

Which cities, towns, or regions do you serve?

A short, punchy line. Leave blank if you'd like us to write one.

How long in business? Who founded it? Mission? Awards or certifications?

Paste 2-5 of your best customer reviews. We'll feature these on your site.

Team photos, work photos, before/afters — anything visual. More is better.

Paste 1-3 website URLs with a look & feel you like.

Write the exact greeting the AI should use.

What should the AI do if someone says it's an emergency?

What should the AI say when called outside business hours?

What do people most commonly call about? This trains your voice agent.

Competitors to avoid mentioning, promises you can't keep, topics off-limits.

What should your chatbot introduce itself as?

Add your most common customer questions and answers. Minimum 5. More = smarter chatbot.

Paste URLs to existing accounts. Leave blank if you don't have them yet.

Any deals or seasonal offers? We'll build a landing page and campaign.

We use this for SEO and positioning — never to mention them in your content.

Special instructions, things you hate about your current setup, goals for the next 6 months.