NEW CLIENT INTAKE

Welcome aboard. Let's get you set up.

About 10 minutes. A few clear answers about you and your business help us set up your Personal Assistants the right way from day one. Share what you know; we'll fill in the rest together on your setup call.

Fields marked * are required. If you're unsure about anything else, give your best answer and we'll go over it together on your setup call.

STEP 1 OF 5

About you

The basics so we know who we're working with.

Social links (optional)

Skip these if you're not sure. We can look them up for you, or you can send them later.

STEP 2 OF 5

Your plan

Pick what you signed up for. Not sure? Choose your best guess and we'll confirm.

Which Personal Assistants are you buying?*

Includes Conner, free, to set up your assistants. He is not one of the billed seven.

Which Personal Assistants are you buying?*

STEP 3 OF 5

Your brand

So everything we make fits your brand.

Have a headshot or logo? Just email them to [email protected] after you send this form.

STEP 4 OF 5

How you work

So we reach you the way you like and fit into your day.

Best way to reach you

Optional. We'll confirm your apps during setup.

STEP 5 OF 5

One last thing