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?
How many employees or crew members do you have?

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.

Please select one
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.

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