NEW CLIENT INTAKE

Welcome aboard. Let's get you set up.

Take a short 10 minutes and complete this to the absolute best of your ability in order to change your life for the better. Your answers are how we build your assistants around the way you work, so the more you share, the better they'll be from day one.

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 Ai assistants are you buying?*

Which personal Ai assistants are you buying?*

STEP 3 OF 5

Your brand

So everything we make looks and sounds like you.

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.

Please select the sales representative who assisted you.*
STEP 5 OF 5

One last thing