BUSINESS INFO

Business Name: *

Business Email *

Business Address *

City *

State *

Country *

Postal code *

Business Phone Number *

Website URL: *

Type of Business *

e.g., Restaurant, Food Delivery, Salon

What product(s) or service(s) do you offer? *

What do you offer? Share a bit about the services or products your brand provides

Where is your business located / who do you serve? *

What are your business hours? *

YOUR CUSTOMERS

Who is your ideal customer? (Describe age, profession, pain points, etc.) *

Think about who your brand is primarily speaking to

What are 3 common questions your customers ask before buying? *

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2
3

Identify key challenges that your brand helps solve

What are 3 common objections or hesitations they have? *

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2
3

What usually convinces them to say YES? *

YOUR OFFERS

Describe your main offer in one sentence (if it's a service include how long it takes): *

What's your pricing or pricing structure? *

Do you offer any guarantees, bonuses, or limited-time promos? *

Brand Promise *

Summarize how your brand benefits your audience

Brand Values *

Highlight what your brand opposes (e.g., poor customer service, inefficiency)

What Makes You Better Than Competitors *

Why should customers choose you over others?

Unique Selling Proposition *

State what makes your brand stand out

Risks of Inaction *

What happens if your audience doesn't take action? (e.g., lost time, higher costs, missed opportunities)

Call to Action *

Describe the action you want users to take (e.g., book a ride, sign up)

BRAND VOICE & PERSONALITY

How should your chatbot sound? (ex: Friendly, Professional, Witty, Empathetic, etc.) *

Any phrases, slang, or lingo you always use? *

Are there any words or tones to AVOID? *

What's your best-selling product/service and why? *

FAQ + OBJECTIONS

List the top FAQs you'd want the chatbot to handle: *

What are common objections and how do you usually overcome them? *

Any MUST-KNOW policies? (Refunds, delivery time, cancellations, etc.) *

EXTRA STUFF

Drop a few testimonials or reviews you love: *

Any videos, links, or content you'd like the bot to reference?

Any sales scripts, brochures, emails, or DMs you use to close sales: