Onboarding Form

Onboarding Form

We’re looking forward to working with you! Please take the time to fill out this form so we can get the most out of working together 🙂
1. Basic Information
First Name*
Last Name*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Who will need to be included in communication about the work we’re doing?
Please add their name and email.
Accounting contact
If there are more people, please add their name and email below.
2. Brand & Audience
Do you have any brand identity or guidelines that you have available for reference? If so, please share the link below:
Link to folder/PDF with branding, colors, etc.
Who is your IDEAL target customer?
The more information the better here 🙂
What are the PAIN points of the customers you help?
The more information the better here 🙂
What are the DESIRED OUTCOMES of the customers you help?
The more information the better here 🙂
What is your PROCESS for helping clients get from where they are to where they want to go?
The more information the better here 🙂
Please provide links to any content that could help us create scripts, such as a book, podcast, YouTube videos, or other resources.
The more information the better here 🙂
3. Visual Style & Inspiration
Please provide links to some examples of social media clips that you like from a design perspective.
Please give 3-5 examples at least 🙂
Please provide links to video thumbnails/cover images that you like from a design perspective.
Please give 3-5 examples at least 🙂
What font preferences do you have or would you like to see in your designs?
We highly recommend fonts that are readable.
What color preferences do you have or would you like to see in your designs?
We recommend white (most common) or bright yellow subtitles. At times, we like to use a secondary accent color that emphasizes specific words.
4. Assets & Account Access
Can you provide a Google Drive link to pictures of yourself?
Include as many as possibly high-quality pictures of yourself where we can see your face. Put emphasis on including full-body pictures, rather than selfies. Remember to turn on the sharing settings that anyone with the link can see it.
Google Doc Link to links to podcast, speeches or any other video content you want us to create content from
Example: https://docs.google.com/document/d/1Z7L5AT5-YTz4YHl6HwqL21ooQDTXUDGlnxp5iLLY0BU/edit?usp=sharing
What is your Instagram Platform Access Information?
Format: synchrosocial / mycredential123
Instagram Back Up Code
Please shut off your two-factor authentication OR on Instagram go to your settings -> security -> two-factor authentication -> additional methods -> backup codes and share an unused backup code below.
What is your TikTok Platform Access Information?
Format: synchrosocial / mycredential123
What is your Facebook Platform Access Information?
Format: synchrosocial / mycredential123
What is your LinkedIn Platform Access Information?
Format: synchrosocial / mycredential123
YouTube Access
See guide here: https://www.loom.com/share/fa9adb4b9a75429690800cbd417c1ad2
5. Goals & Collaboration
What would success look like working together?*
The more information the better here 🙂
Is there anything else we should know?*
6. AI Avatar - Content Personality & Video Style
What would best describe your personality?

Fun & EntertainingExpert & EducationalWarm & EmpatheticBold & MotivationalSophisticated & Thoughtful
Which of these content styles would you prefer for your videos?

Talking Head — Speaking directly to cameraPodcast — Seated with microphone, podcast-style setup
Talking Head: The avatar looks directly at the camera. Framing can vary, and the background is flexible.
Podcast Style: The avatar looks slightly off-camera, as if speaking to someone. Framing is a close-up
Would you like us to also create Text-Driven Videos (no speaking, text on screen)?

YesNo thanks
Where should your avatar be?

Indoors (office, studio, room, etc.)Outdoors (park, street, city, nature, etc.)
What setting/background do you envision?
Examples: modern office, cozy coffee shop, city rooftop, beach, etc. Leave blank and we'll automatically choose and vary backgrounds for you
Which camera framing would you prefer?
Which type of podcast setting do you prefer?

Professional studioCozy / home-styleExpert environmentMinimalCreative / unique themed setI’m not sure — I trust your recommendation
Which accessories would you like your avatar to wear? (Select all that apply)

Stud earringsHoop earringsNecklaceBracelet / watchEveryday glasses (clear lenses)SunglassesHair bandNo accessories
How would you like your avatar's hair styled?

Down & straightDown & wavyDown & curlySleek ponytailCasual / messy ponytailLow bunHigh bunBraidMatch my real hair exactly
What makeup style would you like your avatar to wear?

No makeup / bare skinLight & natural (everyday)Polished & put-together (moderate glam)Bold & glamorousMatch my usual style
What clothing style best represents your brand? (Select up to 3)

Business / corporateBusiness casualSmart casualElegant / dressed upMinimalist / cleanCasual & relaxedSportyTrendy / fashion-forward
Please tap the record button and read this script:
(Rising intonation, curious tone) Have you ever stopped to wonder... why certain voices stay with you? Is it the warmth? The rhythm? Or something you simply can't explain? What if I told you — your voice is unlike anyone else's on the planet?

(Confident, declarative, steady pace) My name is Jordan Calloway, and I've spent the last twelve years studying sound. The human voice carries more information than words alone. Every breath, every pause — it tells a story.

(soft, reflective) It started as simple curiosity. (warm, smiling) Then it became a passion — something I genuinely loved. (heavier, honest) But honestly? There were moments I almost gave up entirely. (quiet, resolved) And then... everything changed.

(Crisp and precise — enunciate carefully)
On March 3rd, 2019, at exactly 11:47 AM, I recorded my first 500 samples. I worked alongside Dr. Priya Venkataraman (PREE-yah Ven-kah-tah-RAH-man) and a linguist named Søren Bloch (SORE-en Block). We used a technique called prosodic mapping — that's P-R-O-S-O-D-I-C — combined with phoneme segmentation. The result? A dataset of over 2.3 million voice fragments.

(Take your time — don't rush)
Here's what I know for certain... (pause) Your voice... is unique. It's you. What makes you you... is the very thing worth preserving. (pause — then slowly) So. Let's get started. Let's use this voice recording to clone your voice.
Thank you! Please hit "submit" to finish the form.
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Onboarding Form

1. Basic Information

2. Brand & Audience

3. Visual Style & Inspiration

4. Assets & Account Access

5. Goals & Collaboration

6. AI Avatar - Content Personality & Video Style