BizWithAI Client Onboarding

Client Onboarding

Let’s get your implementation off to the right start.

This onboarding helps us understand your business, systems, priorities and existing assets before your Client Onboarding Workshop.

Programme: BizWithAI Implementation

Implementation: To be confirmed

Step 1 of 8 About Your Business

Please do not enter passwords anywhere on this page. Where we need access to a system, BizWithAI will request an invitation, connection or another secure access method separately.

Step 1

About You and Your Business

Start with the basics. This gives us the business context we need before looking at systems or automation.

First Name *

Last Name *

Email Address *

Phone / Mobile Number *

Business Name *

Website

Legal Business Name *

Preferred / Trading Business Name *

Tell us briefly what your business does *

What is your main offer or service? *

Business Hours *

Time Zone *

Preferred Client Communication Channel *

Step 2

What Are We Trying to Achieve?

Tell us what you want the implementation to improve. These are your initial priorities. We’ll confirm the final priorities together during your onboarding workshop.

Main Implementation Goal *

Who is your ideal client? *

What main problem do you solve for them? *

What outcome or transformation do you help them achieve? *

Implementation Priority 1 *

Implementation Priority 2

Implementation Priority 3

Is there another priority we should know about? This is optional. Use it for anything important that doesn't fit neatly into the choices above.

Step 3

Your Current Customer Journey

We need to understand what currently happens before deciding what should be automated.

Describe your current customer journey *

How do leads or enquiries currently enter the business? *

How do prospects currently book appointments or calls? *

Describe your current sales process *

What follow-up happens after an enquiry or sales conversation? *

How do you currently onboard new clients?

How do you currently deliver your service after someone becomes a client?

Step 4

Lead Generation and Sales

This helps us understand the volume, sources and existing sales infrastructure.

Where do your leads currently come from? * Hold Ctrl on Windows or Cmd on Mac to select multiple options.

Approximate monthly enquiries *

Existing pipeline stages

Existing forms or funnels

Existing automations

Do you have older leads or opportunities available for reactivation?

Do you currently use paid advertising?

Step 5

Your Current Systems

Tell us what you already use. We are not asking for passwords.

Current CRM / Platform *

Current Website Platform *

Current Email Platform *

Calendar Provider *

Video Meeting Platform

Payment Provider

Domain / DNS Provider *

Phone / SMS Provider

WhatsApp Business Status

Data Migration Required? *

Required Integrations

Approximate number of contacts or records to migrate

Step 6

Brand, Assets, Policies and Approvals

This helps us avoid delays later in the implementation.

Brand & Assets

Brand Colours *

Brand Fonts

Brand Assets Folder URL * Google Drive, OneDrive or Dropbox folder containing approved logos, images and other assets.

Existing Content / Assets URL

Testimonials / Reviews URL

Existing Documents URL

Anything we should know about your assets?

Communication

Primary Sender Name *

Primary Sender Email Address *

Policies & Compliance

Terms & Conditions URL

Cancellation / Refund Policy

Consent Requirements

Industry Compliance Requirements *

Required Disclaimer Text

Approvals & Human Responsibilities

Primary Decision Maker *

Approval Email *

Expected Approval Turnaround *

Other Stakeholders

Which decisions, conversations or interactions must remain human-led? *

Is there anything you specifically do NOT want automated? *

Step 7

Programme-Specific Information

The questions below change depending on what you purchased.

RoboCoach™ Implementation

Coaching Niche *

Coaching Expertise *

Programme Name *

Programme Price *

Programme Currency *

Other Programme Currency

Programme Description *

Programme Structure *

Delivery Format *

Current Client Capacity *

Your Methodology / Framework *

Programme Materials URL

Current Client Onboarding *

Current Client Delivery *

Weekly Implementation Availability *

Additional RoboLead™ Requirements

Are there specific qualification rules we need to consider?

Describe any nurture journeys you currently use

Are there webinar or campaign journeys you want us to consider?

Scale & AI Requirements

Describe any complex routing or team requirements

Which AI use cases would you like us to consider?

Are you interested in Voice AI for any specific use case?

Which external systems or integrations are particularly important?

Your RoboLead™ Launch implementation focuses on the essential lead capture, CRM, booking and follow-up foundation. We do not need you to design the system. We will confirm the practical implementation during your onboarding workshop.

Step 8

Review and Submit

Your submission will be reviewed by BizWithAI before you are invited to book your Client Onboarding Workshop.

What happens after you submit?

1. BizWithAI reviews your onboarding information.
2. If anything important is missing, we will contact you.
3. Once your review is complete, you will receive an invitation to book your Client Onboarding Workshop.
4. During the workshop we confirm the final priorities, responsibilities and agreed implementation scope.

Our review commitment

We will review your completed onboarding information within 2 business days. If we need anything else from you, we will contact you before inviting you to book your onboarding workshop.

I have provided the information as accurately as I can.

I understand that BizWithAI will review this information before my Client Onboarding Workshop.

I understand that the final implementation priorities and scope will be agreed during the onboarding workshop.

I confirm that I have not entered passwords or sensitive login credentials on this page.

I understand that requirements outside the agreed implementation scope may need to be separately scoped.

✓

Thank you. Your onboarding has been submitted.

We’ll review the information you’ve provided within 2 business days.

If we need anything else, we’ll contact you.

Once the review is complete, you’ll receive an email inviting you to book your Client Onboarding Workshop.

You do not need to do anything else right now.