CustomGPT Client Intake Questionnaire
Business Overview
What is your business name and website URL?
Describe your mission, vision, and core values.
How would you describe your brand voice?
What makes your business unique compared to competitors?
Products & Services
List your main products or services.
What are the top 5 questions customers usually ask about your products/services?
Are there specific keywords, slogans, or taglines the AI should always use?
Processes & SOPs
Describe your sales process
Describe your customer onboarding process.
What is your customer support process?
Do you have any standard operating procedures (SOPs) the AI should follow?
Policies
What is your refund/cancellation policy?
Do you offer warranties or guarantees?
Are there compliance or legal restrictions the AI must respect
Customers & Audience
Who is your ideal customer?
What are the most common objections customers raise, and how do you overcome them?
Do you have existing customer personas or profiles?
Tone & Communication
How should the AI greet a new customer?
Are there phrases/words the AI should always use?
Are there phrases/words the AI should never use?
Integrations & Access
Should the AI connect to any tools?
Where will the AI primarily be deployed?
Who should be the human escalation contact(s) when the AI cannot resolve an issue?
Maintenance & Updates
Who on your team will provide updated information for retraining?
How often do your products/services/policies change
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Attachments
Upload any brand guidelines (logos, tone of voice, design).
Upload files here.
Upload any training documents, FAQs, sales scripts, or SOP manuals.
Upload files here.
Payment
$500 One-Time Setup Fee + $99/mo
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$
500
Submit
