Site Resources - On boarding Form
Thank you for choosing us for your project! This on boarding form helps us collect everything we need to begin your online presence. Please complete all required fields. You can save and return later if needed. If something doesn’t apply, you can write “N/A”.
Which service was purchased?
*
Website Only
AI Agent Only
Website and AI Agent
Client and Business Information
Name
*
First Name
Last Name
E-mail
*
example@example.com
Phone Number
How did you hear about us?
Facebook
Google
Instagram
Friend/Family
Other
Business Name
What are your Business Hours (Monday - Sunday)
What is your mission statement/slogan?
Does your business have the following:
Website
Domain Name
Email Domain
Hosting
If you checked yes to any of the above, please list the details here, separating each item with a comma,
for example; we have a Wordpress website, our domain is www.reallygreatsite.com, we have a gmail email account, we are hosted by squarespace/google/Go Daddy
Briefly describe the heart behind your organization or give us WHAT, HOW and WHY as best you can.
Is there a unique story behind your organization or organization name?
What are the long term goals of your company?
Write a description of your site if you have one, or a short bio that will tell people what your site does.
Please describe your current online presence
are you listed on Google Business? do you have social media following? how do customers/clients get a hold of you?
Which social media accounts do you want linked to your website?
Twitter
Facebook
Instagram
Pinterest
LinkedIn
Link to the Twitter account:
Link to the Facebook account:
Link to the Instagram account:
Link to the Pinterest account:
Link to the LinkedIn account:
Website Design
How many pages are you wanting us to design for your website?
List the Website pages you will be needing
example,HOME,ABOUT,SERVICE,TEAM,CONTACT,BLOG,FAQ,SHOP,CUSTOM
List any website features you may need
for example; BOOKING/SCHEDULING,DONATION SYSTEM, CLIENT INTAKE FORM, MEMBERSHIP PORTAL, AI CHATBOT EMBED, NEWSLETTER SIGNUP, ONLINE STORE, CALENDAR/EVENTS, ANYTHING CUSTOM?
Please upload images if you want us to use
Browse Files
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Are there any colors that you prefer? Any colors you don't want? Need some help? Check out: http://colourlovers.com
Do you have any Fonts you are currently using, or would like to use?
What type of website layout do you prefer?
for example; CLEAN AND SIMPLE, BOLD AND MODERN, CORPORATE AND STRUCTURED, CREATIVE
Please copy and paste three websites you like and explain why you like them.
You can choose one specifically for functionality, design or even visual preferences.
Website Number One
Why did you pick website number one?
Website Number Two
Why did you pick website number two?
Website Number Three
Why did you pick website number three?
Please select a few adjectives that you want your site to convey.
Playful
Corporate
Formal
Casual
Simple
Hi-tech
Homemade
Organic
Subdued
Bright
Raw
Refined
Rugged
Newsy
Loud
Quiet
Minimal
Illustrative
Traditional
Edgy
Clean
Additional Comments
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AI Agent
How many AI agents are needed?
as per your plan purchased
AI Purpose - what should your AI do?
FAQs
INTAKE
APPOINTMENT SCHEDULING
RESOURCES ROUTING
INTERNAL STAFF AGENT
AUTOMATION - EMAILS, FORMS, ETC
AI Tone and personality
PROFESSIONAL
WARM AND SUPPORTIVE
FRIENDLY AND CONVERSATIONAL
CORPORATE
TRAUMA INFORMED AND SENSITIVE
HIPAA COMPLIANT
OTHER
Where will the AI live?
website widget, embedded in a form, internal tool, sms, whatsapp, other
Do you have material to train the AI from?
your business, phone numbers, faq's, services, knowledge
Do you have a name for your AI agent?
Any images or documents for the AI to be trained on
Browse Files
Drag and drop files here
Choose a file
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Any additional information for your AI needs?
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