Welcome to AI-Smart Agency — let's get your system ready for launch.
Thank you for choosing AI-Smart Agency. This onboarding form helps us collect the key details needed to configure your AI employee, automations, communication settings, and account setup correctly from the start.
Before you begin
Take a few minutes to gather the details that will help us configure your account as accurately as possible.
Be detailed
Business details, communication preferences, and account instructions help us install your system more accurately.
Be consistent
Use the same business name, phone, email, and routing details you want connected across your system.
Be ready for follow-up
If something needs clarification, our team may follow up to confirm important setup details before launch.
Client Onboarding Form
Complete the form below so our team can begin setting up your AI Smart Agency system with the right information from day one.
What this form helps us do
This form gives our team the information needed to begin configuring your AI employee, automations, communication preferences, account settings, and implementation direction.
- Complete as many fields as possible before submitting.
- Use accurate business information to avoid setup delays.
- Include notes where extra context will help our team configure the system correctly.
- If you are unsure on a section, answer what you can and we can clarify the rest during setup.
Need help getting started?
If you're unsure about any section, call or book a quick support call and we'll help you complete the onboarding process.