BUSINESS INFO
Business Name:
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Business Email
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Business Address
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City
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State
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Country
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Postal code
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Business Phone Number
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Website URL:
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Type of Business
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e.g., Restaurant, Food Delivery, Salon
What product(s) or service(s) do you offer?
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What do you offer? Share a bit about the services or products your brand provides
Where is your business located / who do you serve?
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What are your business hours?
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YOUR CUSTOMERS
Who is your ideal customer? (Describe age, profession, pain points, etc.)
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Think about who your brand is primarily speaking to
What are 3 common questions your customers ask before buying?
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1
2
3
Identify key challenges that your brand helps solve
What are 3 common objections or hesitations they have?
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What usually convinces them to say YES?
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YOUR OFFERS
Describe your main offer in one sentence (if it's a service include how long it takes):
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What's your pricing or pricing structure?
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Do you offer any guarantees, bonuses, or limited-time promos?
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Brand Promise
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Summarize how your brand benefits your audience
Brand Values
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Highlight what your brand opposes (e.g., poor customer service, inefficiency)
What Makes You Better Than Competitors
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Why should customers choose you over others?
Unique Selling Proposition
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State what makes your brand stand out
Risks of Inaction
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What happens if your audience doesn't take action? (e.g., lost time, higher costs, missed opportunities)
Call to Action
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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.)
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Any phrases, slang, or lingo you always use?
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Are there any words or tones to AVOID?
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What's your best-selling product/service and why?
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FAQ + OBJECTIONS
List the top FAQs you'd want the chatbot to handle:
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What are common objections and how do you usually overcome them?
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Any MUST-KNOW policies? (Refunds, delivery time, cancellations, etc.)
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EXTRA STUFF
Drop a few testimonials or reviews you love:
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Any videos, links, or content you'd like the bot to reference?
Any sales scripts, brochures, emails, or DMs you use to close sales:
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )