Streamline Marketing

Client Onboarding Form

Help us build your AI employee in 5 minutes. The more detail you give us, the better it performs.

⏱ Takes about 5–8 minutes

Step 1 of 5

Your Business

The basics — so we know who we're building this for.

What cities, areas or postcodes do you cover?

Step 2 of 5

Your Services

Tell us what you offer — the AI will be trained on your exact service list.

Select all that apply.
e.g. "Weekly mowing from £45, spring cleanup from £250, mulch installs from £400"

Step 3 of 5

Calls & Leads

How your phone and leads work today — so we know exactly what to fix.

Step 4 of 5

Your Brand Voice

The AI speaks to your customers as you. Help us get the tone exactly right.

Write your ideal greeting. e.g. "Thanks for calling Green Thumb — this is Alex, how can I help you today?"
What do your best customers say about you? This becomes the AI's selling points.
List any rules or limits here.

Step 5 of 5

Your Goals

Last step — tell us what success looks like so we build toward it from day one.