Onboarding Form 1 – Business Basics - AI Automation and Consulting Agency

Your Business Name(Required)

Primary Contact Name(Required)

Email(Required)

Primary Phone(Required)

Website(Required)

Industry/Business Type(Required)

Service Areas(Required)

Please share the areas your product or services are offered in this portion of the form

Top 3 services you want more of(Required)

Example prompt text: “AC repair, ductless installs, tune-ups…”

Your #1 “special” advantage(Required)

Prompt: “Why should someone choose you over others?”

Best next step for customers (Call to action)(Required)

With your offer, how would you prefer potential customers to take action

Your Current online Booking Link

Business phone number for CTAs

If this is different from the business contact number given above, please enter it here.

Your Brand Voice(Required)

Words/topics to avoid

Please share certain words or phrases that may be common in your industry, but you do not want to use them in your content.

Compliance requirements

Special Licenses, certifications. Please make sure to include license numbers where appropriate.

Onboarding Form 1 – Business Basics