Project Intake — Build Flow

Your Website

What does your business do (in plain English)?*

Top 3–6 services you offer*

Who's your ideal customer?*

Do you already have a domain (e.g. yoursalon.com)?*

If you have a domain, what is it?

Brand colors / vibe*

Do you have a logo?*

Inspiration sites (paste any 1–3 URLs you like the vibe of) (optional)

Do you have photos / content I can use?*

Where will leads be sent?*

AI Receptionist Setup

Current business phone number (we'll forward this to the AI)*

Business hours*

Top 5 services + price ranges (so the AI can quote callers)*

Top 5 questions you get asked all the time*

What should the AI NEVER do? (optional)

Voice preference*

What's the AI's name?*

Calendar to book into*

What should the AI do if it can't answer something?*

AI Chatbot Setup

Where do you want the chatbot to live?*

Website Instagram DMs Facebook Messenger SMS to business line

What's your business about (in 2–3 sentences)?*

Top 5 services + price ranges*

Top 10 FAQs (with answers) the chatbot should know*

Business hours*

What's the goal of the chatbot?*

What's the chatbot's name + personality?*

What should the chatbot NOT answer / always escalate to you? (optional)

Where do leads/conversations get sent?*

AI Dashboard Setup

Where do you take payments?*

Where do you track expenses today?*

Approximate monthly revenue*

Do you pay employees / contractors? If yes, how?

What 3 numbers do you wish you knew every Monday morning?*

Where do leads come from now?*

How should the weekly AI summary be delivered?*

AI Marketing Engine Setup

What channels do you want AI to post on?*

Instagram Facebook TikTok Google Business Profile Email newsletter Review requests (text/email)

Brand voice / vibe*

Top 3 services you most want to promote*

Existing social handles (paste links/handles)

Email list size*

Do you currently use a posting/email tool?

I should approve every post before it goes live?*

Topics / promotions to NEVER post (optional)

AI Pro Bundle — All The Inputs

This is everything we'll use to wire your full system. Take your time — we use these answers to build the website, CRM, AI receptionist, chatbot, dashboard, AND marketing engine.

Business description (2–3 sentences)*

Top services + price ranges*

Ideal customer*

Business hours*

Current business phone number*

Domain status*

If you have a domain — what is it?

Brand vibe + colors*

Logo status*

Top 10 FAQs callers/visitors ask*

Channels you want AI marketing on*

Instagram Facebook TikTok Google Business Email newsletter Review requests

Approximate monthly revenue*

Where do payments come in (for the dashboard)?*

The #1 outcome you want from AI Pro*

Pick a package to continue

Package

Project intake — Package