Client Onboarding
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Section 1 of 9 — Business Info
Section 1 of 9

Business Information

Basic details about your business — this is how we identify you and set up your project.

Business Name *
Business Type / Industry *
F&B (Restaurant/Café/Catering)
Clinic / Healthcare / Wellness
Education / Tuition / Training
Property / Real Estate
E-commerce / Online Store
Beauty / Salon / Spa
Retail / Shop
Professional Services
Automotive
Construction / Renovation
Other
Business Description *
What do you do? Who do you serve? A short paragraph is fine.
Business Location / Address
Operating Hours
WhatsApp Number *
Business Email
Section 2 of 9

Customers & Differentiation

Help us understand who you're selling to and what makes you stand out.

Target Customers *
Select all that apply.
Young adults (18–30)
Parents / Families
Working professionals
Senior citizens
Small business owners
Corporate / B2B clients
Students
Local community
Online shoppers
Other
What problem do you solve for your customers?
In plain language — what pain point or need do you address?
What makes you different from competitors?
Your unique selling point — what do you do better, faster, or differently?
Competitor Websites
List any competitor websites you've seen — we'll make sure yours looks better.
Section 3 of 9

Products & Services

What you sell and how you want to present it on your website.

Main Products / Services *
List your key offerings. Include names, brief descriptions, and any important details.
Display Pricing on Website? *
Yes — show all prices
Yes — show some only
No — contact us for pricing
Not sure yet
Full Price List
Even if not shown publicly, we need this to train your AI agent.
Top Questions Your Customers Ask
What do people ask most often before buying? These become your FAQ and train your AI.
Existing Website Content?
How much copy / text will you provide?
I'll provide all text
I'll provide some — you write the rest
Please write everything based on this form
Section 4 of 9

Logo, Photos & Videos

Visuals make or break a website. Tell us what you have and what you need.

Logo Status *
Business Photos
Professional photos — ready to use
Phone photos only
Please source stock photos
No photos available
Videos
I have a promo / product video
I have TikTok / Reels to embed
Not needed
I want a video created
Section 5 of 9

Website Design

Your website's look and feel — we'll match it to your brand and industry.

Style Preference *
Clean & modern
Bold & striking
Warm & friendly
Professional & corporate
Playful & fun
Luxury & premium
Suggest based on my industry
Other
Preferred Colors
Brand colors, hex codes, or just describe — e.g. "dark green and gold", "#1A1A1A + #80FF00"
Reference Websites
Any websites you like the look of — from any industry. We'll extract what you like from them.
Section 6 of 9

Social Media

We'll link your socials and pull in your existing content where relevant.

Facebook Page URL
Instagram
TikTok
Other Platforms
Section 7 of 9

AI Chatbot Instructions

This is how we train your AI agent — the more detail you give, the smarter it gets.

Primary Goal of the Chatbot *
What's the #1 thing you want it to do?
Book an appointment
Send customer to WhatsApp
Get a price quote
Take an order
Sign up / register
Get customer to call
Answer FAQs & educate
Other
What Should the Chatbot Be Able to Do?
Answer FAQs
Collect name & contact
Announce promotions
Help choose a product/service
Book appointments
Redirect to WhatsApp
Push for a sale
Other
Languages
Bahasa Malaysia
English
Mandarin
Other
What Info Should It Collect From Customers?
Full name
Phone number
Email address
Location / area
Service interest
Appointment preference
Budget range
How they heard about you
Other
Chatbot Tone / Personality *
Friendly & casual
Professional & formal
Warm & caring
Energetic & enthusiastic
Bilingual — mix BM & English
Mostly Bahasa Malaysia
Mostly English
What Should the Chatbot NOT Do?
Discuss competitors
Make delivery promises
Quote exact prices
Discuss refunds / disputes
Respond outside operating hours
Go off-topic
Other
When a Human Is Needed, What Should It Do?
Redirect to WhatsApp
Show phone number
Show booking form
Bot handles everything
Not sure
Escalation Triggers
When should the chatbot immediately pass to a human?
Angry / complaining customer
Price negotiation
Refund / dispute
Unanswerable question
Customer asks for human
Legal / sensitive issue
Large purchase ready to close
Other
Business Policies
Refund policy, warranty terms, delivery conditions — anything the bot needs to know.
Current Promotions
Any active deals, discounts, or seasonal offers to mention.
Example Customer Journey
Walk us through a typical customer interaction — from first enquiry to purchase.
Special Instructions for the Bot
Anything else — specific phrases to use, things to always / never say, etc.
Customer Testimonials / Reviews
Paste real reviews here — we'll add them to your site and reference them in the bot.
Section 8 of 9

Website Features

Tell us what pages and features you need on your website.

Required Pages
Home / Landing
About Us
Products / Services
Pricing
Gallery / Portfolio
Testimonials
Blog / Articles
Contact Us
FAQ
Booking / Appointment
Other
Special Features
AI chatbot
WhatsApp button
Online booking
E-commerce / shop
Gallery / portfolio
Google Maps embed
Contact form
Newsletter signup
Multi-language
Other
Domain Name Status *
I have one — will provide
I need to register a new one
Not sure — please advise
Domain Name
If you have or want a specific domain, enter it here.
Hosting / Deployment
Handle everything for me
I have existing hosting
Please advise
Section 9 of 9

Goals, Timeline & Budget

Last section — tell us what success looks like and when you need it.

What does success look like for this project?
E.g. more enquiries, reduced missed leads, 10 new bookings/week, etc.
Preferred Timeline *
ASAP — within 2 weeks
Within 1 month
1–2 months
2–3 months
No rush — when it's ready
Budget Range *
Below RM1,000
RM1,000 – RM2,500
RM2,500 – RM5,000
RM5,000 – RM10,000
Above RM10,000
Advise me based on my needs
Anything Else We Should Know?
Special requirements, questions, concerns, or context we haven't asked about.

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