Business Name

Business Phone Number

Website

Service Area

Business Hours

Physical Location

What is your brand’s story?

What are your company’s core values or principles?

What is your mission statement?

What makes your brand different from competitors?

What tone should your brand consistently reflect?

Upload your logo(s)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload any brand guidelines, color codes, or fonts

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload any marketing decks, service PDFs, or offers

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Do you have an FAQ list you want your assistant to use?

Upload any knowledge base documents, service breakdowns, or pricing sheets

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

What is the assistant’s name?

What’s the assistant’s personality type?

What is the assistant’s main goal?

What specific questions should the assistant ask leads?

Are there any rules the assistant should follow?

Best email to receive your assistant’s draft prompt + initial setup

Would you like to schedule a setup call after submission?