Welcome to the Onboarding

Let's Begin Crafting Your AI Agents for Automation

By providing detailed information during this onboarding process, you'll help us tailor AI agents specifically for your automation needs. Please read and fill out the information carefully to start your journey towards automated efficiency.

Onboarding

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This questionnaire aims to understand your business's current position and future goals.

Your responses will guide us in crafting a tailored strategy for you. Answering these questions thoroughly allows us to better assess your business needs. Let's begin!

Your Name(Required)

First Last

Your Email Address(Required)

Email Address Confirm Email Address

Company / Brand Name

First Last

Phone

WhatsApp, Telegram

Section 2: Business Overview

This is your space to share what you do, what you sell, and who you sell to. Understanding your products, services, and target audience is crucial in crafting a strategy that hits the mark.

01. Describe your business in a few sentences:(Required)

[What are the primary activities of your business?]

02. What are the main products/services you offer?:(Required)

[ List and Describe Your Products/Services]

03. Who is your target audience?:(Required)

[Describe Your Target Audience]

04. What are your current sales channels?:(Required)

[List Your Sales Channels e.g., Online Store, Physical Store, etc.]

Section 3: Current Marketing & Sales Strategies

This is your space to share what you do, what you sell, and who you sell to. Understanding your products, services, and target audience is crucial in crafting a strategy that hits the mark.

01. What marketing strategies are you currently using?:(Required)

[List Your Current Marketing Strategies]

02. How do you handle repetitive customer service inquiries and what tools are used?(Required)

[List Your Current Marketing Strategies]

03. Describe the average response time for customer inquiries and the process for addressing them, including any variations during evenings or weekends.(Required)

[List Your Current Marketing Strategies]

04. Please describe your overall sales process:(Required)

[Provide a Description of Your Sales Process]

05. What CRM or sales software do you currently use?:(Required)

[List Any CRM or Sales Software] Facebook, LinkedIn, Shopify, WordPress, Google.

06. How do you currently generate leads for your business?(Required)

[Describe Your Lead Generation Methods] e,g, Paid ads, SEO, cold outreach, etc.

07. What is your current average lead to customer conversion rate?:(Required)

[Provide Your Conversion Rate] "What are the best and worse performing indicators you currently monitor?" e.g. ROAS, click rate, visits, daily tickets/agent. etc.

Section 4: Sales Offers and Assets

Now let’s dive into the heart of your sales strategy! This section is all about understanding what you’re currently putting out there to attract and convert your customers. Your sales offers, promotions, and any existing marketing materials play a crucial role in how we can optimize and enhance your performance. Let’s break it down:

01. Describe the steps you take from landing a new client or making a sale to fulfilling their needs.(Required)

02. Describe your current sales offers and promotions:(Required)

[Provide Details] Example: "I want to sell product X during season Y, targeting market Z." Here, we want to know the specifics. What’s on sale? Any bundle deals? Limited-time promotions? Understanding the structure of your current offers helps us identify opportunities for improvement and innovation.

03. Do you have any marketing materials or assets ready?(Required)

[Provide Details] Example: "I want to sell product X during season Y, targeting market Z." [Yes/No, Details if Yes] If you’ve got brochures, flyers, digital ads, or any other promotional material, let us know! Even past materials can be helpful. This gives us a starting point and inspiration on how we can enhance and align your promotional content.

Upload here Your marketing materials or assets

Max. file size: 512 MB.

Section 5: Goals & Expectations

🎯 Setting clear goals and expectations is vital. Tell us what success looks like for you with your project," and highlight any specific areas you’re hoping to improve.

01. What are your main goals for project?:(Required)

[List and Describe Your Goals]

02. What are your expectations from this experience?:(Required)

[Describe Your Expectations]

03. Is there a specific area in your business you are hoping to improve with this experience?:(Required)

[Describe the Specific Area for Improvement]

04. Which areas of your business operations do you think could benefit from AI-driven process optimization?(Required)

05. Provide an overview of your current workflow and task management systems, including how tasks are assigned, tracked, and completed.(Required)

Section 6: Budget & Resources

💰 Let's talk numbers. Understanding your budget and available resources helps us create a plan that’s both effective and economical, ensuring you get the most bang for your buck.

01 What is your budget for your project campaign/project?:(Required)

[Provide Your Budget for the project/campaign]

02: Do you have any specific resources allocated for this experience?:(Required)

[List and Describe Any Specific Resources]

Section 7: Additional Information

➕ Anything else you’d like to add? This is your space to share any additional information, thoughts, or concerns that haven’t been covered in the previous sections.

01. Is there anything else you would like us to know?:(Required)

[Provide Any Additional Information] Please send all the important material, references, PDF, Dossier, Brief, Logos in various formats.

02. Who is leading the AI audit in your team and what is their role?(Required)

03. Briefly describe any previous experience your team has with AI.(Required)

04. Which key processes in your business are slow or outdated?(Required)

05. What are the main time-consuming tasks in your current operations?(Required)

06. How do you manage and document insights from customer interactions?(Required)

07. Who has access to this information and where is it stored?(Required)

08. What communication channels and tools are used for internal collaboration, especially in handling prospects?(Required)

09. What other processes are in place for managing daily operations?(Required)

10. Do you have SOPs or video guides for onboarding new team members?(Required)

Submission & Next Steps

Once you have completed this questionnaire, please submit it. Our team will review your responses and get in touch with you within [insert time frame] to discuss the next steps and how we can tailor for your project to meet your specific needs and goals. By filling out this comprehensive questionnaire, clients provide invaluable insights that enable the team to create a tailored and effective strategy, ensuring a successful start.

AI Blueprint

Stockholm, Sweden | +46 70 754 75 56