Onboarding Form

1
We’ll set up a Google Drive folder for you where you can upload your logo, photos, videos, and any scripts, ads, or other creatives you’d like us to use.
Got it!
2
Do you have a: restaurant, bar, cafe, lounge, club, take-out, SPA or other?
3
Where do you want the EverAgent to live? (main hub)
Facebook Messenger
Instagram
WhatsApp
4
Would you also like an AI Agent on your website?
Yes please
No thanks
5
What action should the EverAgent push users to take?
Collect leads
Book a table
View the menu
Redeem a special offer or coupon
RSVP for an event or tasting
Join the loyalty or rewards program
Leave a review or private feedback
Sign up for the email/text list
Inquire about private dining or event
Ask a question or get directions
Other
6
Specify
7
What are the top 5–10 frequently asked questions your followers and guests ask? (Example: “What are your opening hours?” “Do you have a happy hour?” “I’d like to see your menu?”)
8
Who is your ideal guest, and what keeps them coming back to your restaurant?
9
What’s the main dish, special, or service you want your EverAgent to promote?
10
Do you have a special or promotion going now? (Paste link here if you do)
11
Where do your current leads come from? (organic, paid ads, referrals, social media, etc.)
12
Do you want your EverAgent to have a name?(Examples: “Bella the Bistro Bot,” “Chef Tony AI,” “Luna – Your Dining Assistant”)
Yes
No → Just call it “Our Virtual Assistant”
13
Preferred Name
14
What “voice” or personality should the EverAgent have?
Friendly & Casual (fun, easy-going)
Professional & Polished (formal, clear, business-like)
Playful & Entertaining (humorous, engaging)
Warm & Caring (nurturing, attentive)
15
Other:
16
Do you prefer the EverAgent to be presented as:
Female
Male
Neutral/No gender
17
Other
18
Any preferred style or theme?(Examples: luxury, rustic, modern, family-friendly, trendy, health-conscious)
19
How should the EverAgent greet customers?(Examples: “Hey foodie friend! 👋 Ready to order?” vs. “Welcome to [Restaurant Name], how may I assist you today?”)
20
Any phrases/words you want the EverAgent to use (or avoid)?(Example: “family” and “community” are must-use words, avoid slang like “yo”)
21
Do you want your EverAgent to have a visual avatar?
Yes
No, text only is fine
22
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
23
If other, describe:
24
What special offer, discount, or incentive would you like featured in your ad? (For example: Free Appetizer with purchase of a main course, 50% Off for First-Time Guests, Complimentary Happy Hour Drink etc.) Keep in mind, this needs to be a compelling offer that motivates new guests to choose your restaurant over your competition.
25
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)
26
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)
27
Links
28
Do you already use a reservation tool?
Your Website
Open Table
Clover
29
Other:
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What types of reservations should guests be able to book?
Table reservations
Take Out/ Delivery
Events
Catering
31
Other
32
Do you already have an email marketing platform?
MailChimp
Active Campaign
33
Other
34
Do you have an existing email list?
Yes (upload to Google Drive)
No yet
35
Other
36
Do you have sample emails or text for reference?
Yes (please upload to Google Drive)
No (we’ll create them for you)
37
Who is your target guests
Families
Young professionals
Couples
health-conscious diners
Business lunch crowd
38
Other (great if you can add demographics such as location, industry, sex, status etc.):
39
What’s their age range?
18-25
26-35
36-55
55+
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What’s their typical budget when they dine out?
$10/$20 pp
$20/$40 pp
$50+ pp
41
What motivates them most to come to your restaurant?
Price/discounts
Quality food & drinks
Unique experience/atmosphere
Convenience (location, fast service)
Convenience (location, fast service)
42
What problems do you solve for them?(Example: affordable family dining, fast lunch service, upscale date night, healthy meals)
43
Where does your ideal customer spend time online?
Facebook
Instagram
TikTok
Google
44
Other
45
What offer or incentive would most appeal to them?
Free appetizer/dessert
% off discount
VIP perks/birthday club
Exclusive events
46
How do you want your restaurant to be perceived? (Example: casual & fun, upscale & romantic, family-friendly, fast & convenient, trendy & modern)
47
Any policies we should include (delivery, take out, opening hours, etc.)?
48
Check if Interested
Retainer for updates and add-ons $497/Month
Additional flow
Additional platform setup (IG, TikTok, WhatsApp)
Email Weekly/Monthly Newsletters and follow-ups
SMS Campaign
Blog Writing
Social Media Marketing
Social Media Ads Manager
Website Build
Funnel/ Sales Page
49
Your Restaurant/ Eatery Info:
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Restaurant Name* This field is required.
Tag Line
51
Your Name* This field is required.
First Name
Last Name
52
Details* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
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Algeria
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The Bahamas
Bahrain
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Barbados
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Belize
Benin
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Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
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Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
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Cook Islands
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Cote d'Ivoire
Croatia
Cuba
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Cyprus
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Democratic Republic of the Congo
Denmark
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Faroe Islands
Fiji
Finland
France
French Polynesia
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The Gambia
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Iraq
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Israel
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Jamaica
Japan
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Jordan
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Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
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Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
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Turks and Caicos Islands
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Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
53
What is your website URL?
54
Other:
55
Your Phone Number* This field is required.
56
Your E-mail
example@example.com
57
Restaurant Instagram / Facebook / TikTok (if any):
58
59
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What days/times generally work best for your 30-min strategy call?https://calendly.com/aieveragent
Should be Empty: