Onboarding Form Entrepreneurs
Your EverAgent can “live” wherever your clients already spend their time, on your Facebook Messenger, Instagram, or WhatsApp. Placing the Agent in these spaces ensures it’s available 24/7 to greet visitors, answer questions, collect leads, and guide prospects through your sales funnel.
What is your industry?
AI EverAgent Goals
Where do you want the AI EverAgent to live?
Instagram
Facebook Messenger
WhatsApp
TikTok
Would you also like an AI Agent on your website?
Yes please
No thanks
What do you want your EverAgent to help with? (Select all that apply)
Lead capture
Answer FAQs
Book calls or appointments
Sell products/services
Qualify leads
Provide customer support
Subscribe to my email list
Other
Specify
Offers & Conversions
Who is your ideal client and what problem are you solving for them?
What’s the main offer/product/service you want your EverAgent to sell or promote?
Do you have a sales page or product link? (Paste here if you do)
What action should the EverAgent push users to take?
Book a call
Buy a product
Fill out a form
Join an email list
Other
Specify
Where do your current leads come from? (organic, paid ads, referrals, social media, etc.)
List 5–10 frequently asked questions from your customers (and the answers, if possible. Example: ‘What services do you offer?’ ‘Do you have packages or payment plans?’ ‘How can I book a consultation?):
Your EverAgent Personality & Style
Do you want your EverAgent to have a name? (Examples: ‘Mia – Your Business Growth Assistant,’ ‘Alex the AI Closer,’ ‘VisionBot – Your Success Partner’)
Yes, below
No, just call it "Our Virtual Assistant"
Preferred Name
What “voice” or personality should the bot have?
Friendly & Casual (fun, easy-going)
Professional & Polished (formal, clear, business-like)
Playful & Entertaining (humorous, engaging)
Warm & Caring (nurturing, attentive)
Other
Do you prefer the EverAgent to be presented as:
Female
Male
Neutral/No gender
Other
Any preferred style or theme?(Examples: luxury, rustic, modern, family-friendly, trendy, health-conscious)
How should your AI EverAgent greet potential clients? (Examples: ‘Hey there 👋 Ready to explore how we can XXX your business?’ vs. ‘Welcome to [Business Name], how can I support you today?
Any phrases/words you want the EverAgent to use (or avoid)?(Example: “family” and “community” are must-use words, avoid slang like “yo”)
Do you want your EverAgent to have a visual avatar?
Yes
No, text only is fine
If yes, what style do you prefer?
Realistic human (photo-style)
Illustrated character (cartoon or mascot)
Futuristic/AI look (bot-look, sleek digital assistant)
Brand-inspired (your logo, mascot, or theme character)
Other:
Social Media 30-Day Ad
What special offer, discount, or incentive would you like featured in your ad? (For example: Free 15-Minute One-on-One Consultation with the owner, 20% Off Your First Purchase, Complimentary Strategy Call, or a Free Guide/eBook.) Keep in mind, this should be a compelling offer that motivates new clients to choose your business over your competition.
Do you have existing branding guidelines (colors, logos, fonts) we should follow?
Yes (upload to Google drive)
No (we’ll create a simple branded design for you)
Do you already have ad images/video assets?
Yes (please provide links below and files to your Google Drive)
No (we’ll design/choose stock visuals for you)
Links:
Custom Landing Page
What should your landing page headline/offer be? (Examples: ‘Book Your Free Strategy Call Today,’ ‘Join Our Email List & Get 20% Off Your First Purchase,’ ‘Download Your Free Business Growth Guide,’ ‘Sign Up Now & Unlock Exclusive Client Bonuses.
Do you have preferred text/copy for the landing page?
I’ll provide the copy (Upload Sales Script on your Google Drive)
Please write for me
Do you have a preferred domain name or subdomain for this page?
Lead Magnet
Which type of lead magnet would you like?
Free Strategy Guide / Ebook
Template or Toolkit
Free Training / Masterclass
Quiz or Self-Assessment
Other, please provide the content, notes, or outline for the lead magnet, OR tell us the topic so we can create it.
Calendar Integration
Do you use booking integration?
Website
Calendly
N/A
Other:
What types of appointments or sessions should clients be able to book?
Discovery Call (free 15–30 minute introduction)
Consultation (paid or free, one-on-one session)
Coaching Session (weekly/monthly recurring sessions)
Event Booking (masterclasses, webinars, or live events)
VIP Session / Intensive (high-ticket, longer session or package)
Other:
Email List-Building Setup
Do you already have an email marketing platform?
MailChimp
Active Campaign
Other
Do you have an existing email list?
Yes (upload to Google Drive)
Not yet
What tone would you like for your automated emails in your welcome sequence?
Professional/Corporate
Friendly/Conversational
Bold/Direct option
Funny/Comical
Other:
Do you have sample emails or text for reference?
Yes (please upload to Google Drive)
No (we’ll create them for you)
Describe Your Ideal Client
Describe Your Target Audience
Young Professional
Stay-at-Home Mom
Retired Professional / Empty Nester
Aspiring Entrepreneur
Other (great if you can add demographics such as location, industry, sex, status etc.):
What’s their age range?
18-25
26-35
36-55
55+
What can they afford?
They only want free stuff
Under $100
Between $100 and $500
Between $500 and $1000
If it's a good offer, they can afford it
Other:
What motivates them the most about your offer/service?
Impact on Clients/Community
Personal Passion & Purpose
Innovation & Creativity
Financial & Lifestyle Freedom
Legacy & Growth
What problems do you solve for your clients? (Examples: making business growth more affordable, saving them time, helping them achieve better health, providing expert guidance to avoid costly mistakes.
Where does your ideal customer spend time online?
Facebook
Instagram
TikTok
Google
Other:
What offer or incentive would make your ideal client most likely to purchase your product or service?
Free Trial
Special
Discount + Grandfathered in
Other:
How do you want your business to be perceived? (Example: Professional and Trustworthy, Innovative and Cutting-Edge, Approachable and Supportive, Luxury and Premium etc.)
Your Lead Magnet
Do you have an incentive or valuable offer you can give clients in return for their email or phone number?
Yes, I have something I'd like to offer
No, please create for me
What would you like to offer?:
Free eBook or guide
Free video training or mini-course
% off their first purchase
Complimentary business audit or assessment
Other:
Support & FAQs
Any policies we should include (refund, shipping, availability, hours, etc.)?
Optional Add-Ons
Check if Interested
Monthly Retainer for updates and add'ons
Add one or more flows
Additional platform setup (IG, TikTok, WhatsApp)
Email Weekly/Monthly Newsletters and follow-ups
Additional platform setup (IG, TikTok, WhatsApp, etc.)
Blog Writing
Social Media Ads Manager
Website Build
Other:
Strategy Call
What days/times generally work best for your 30-min strategy call?
Business & Brand Info:
Company Name
*
Your Name
*
First Name
Last Name
Business Info
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is your website URL?
Your Phone Number
*
Your E-mail
example@example.com
Business Instagram / Facebook / TikTok (if any):
Submit and we’ll reply within 24 hrs
Should be Empty: