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GoAIgentic · Client Onboarding

Client Onboarding

Based on responses so far, this usually takes 10 minutes.

Your engagement starts now. This short intake gives our team what it needs to begin building, so our first working session is spent on decisions and launch sequencing rather than information gathering.

We have pre-filled this from our working sessions. Review it, adjust anything that is off, and save.

Section 1 of 4 Business

1. Business

Please enter your company name.
Please enter your name and role.
Please enter a valid email address.

Your preferred link.

Your preferred link.

Day-to-day point of contact, plus anyone else who should be included in communications, with roles and emails.

2. Business Target

Who is the person you most want us to put in front of you? Their role, the kind of company or situation they are in, and their size.

What is one new customer worth to you?

Upload materials

Upload decks, one-pagers, or earnings materials with the button, paste links below, or tick None.

About how many inquiries or conversations do you get today in a month?

Competitors, existing customers, anyone we must never reach out to.

Upload it through the Upload materials button above, or paste a link here. We use it to exclude people you already know from outreach and from program results.

Claims, promises, or topics that are off limits when we speak for you.

3. Fulfillment and Access

For example: Mon to Fri, 9 to 5 Eastern.

Which calendar and booking tool you use, and who can give us access so booked calls land on it.

Minimum notice you need before a booked call, and how far ahead we may book. For example: at least 3 hours notice, and no more than 2 weeks out.

For example: within the hour, same business day.

We report weekly, per our agreement. Tell us where you want it.

Lead portals, profile managers, brand lists, decks, anything we will work from.

Name of your CRM, if any.

What your team uses day to day. That is where we plug in for updates.

4. Pipeline Today

What would success look like at the end of the first 90 days? Optional. That is the point where you decide whether to move forward, so tell us what you would judge it by, in your own words.

Something went wrong sending your intake. Please try again, or reply to our email and we will take it from there.

The information you share here is used only to set up your engagement with GoAIgentic.

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Received. Our team begins building from here.

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