SCVbots Client Onboarding Form

Section 1 • Primary Account Holder

Who is the main decision-maker and implementation contact?

First Name *

Last Name *

Business Role / Title *

Direct Phone Number *

Business Email *

Preferred Contact Method *

Preferred Contact Time

Section 2 • Business Information

Legal Business Name *

DBA (if any)

Business Phone Number *

Business Email (General Inbox)

Business Website URL *

Google Business Profile URL

Business Address

City

State

Zip Code

Country

Time Zone *

Industry *

B2B or B2C? *

Years in Business

Number of Employees

Service Areas (Cities/States Served) *

Section 3 • Voice AI Bot Configuration

AI Name

AI Disclosure Style *

Company Name AI should use *

Personality *

Optional Celebrity Style

Voice Gender Preference

Speaking Speed

Energy Level

Section 4 • Primary Function of Voice Agent

Check all that apply.

Other Use Cases

Section 5-7 • Booking, Services, and Products

Calendar Platform

Appointment Durations

Working Hours

Days Available

Send SMS confirmation?

Send email confirmation?

Reschedule + Cancellation Policy

Services & Offers (name, price, target customer, pain points, expected results, upsells)

Products (name, price, variations, shipping, refund/warranty, bundles)

Section 8-11 • Knowledge Base, Lead Capture, Sales, Escalation

Top 20 FAQs + Common Objections + Competitor comparisons

Why customers choose you / guarantees / turnaround times

What must AI always collect? (name, phone, email, budget, timeline, etc.)

Phone SMS verification?

Email confirmed verbally?

Conservative selling approach?

Push booking on every call?

Send follow-up SMS if hesitant?

Escalation rules (when human takeover is required)

Escalation Phone

Escalation Email

Section 12-18 • Compliance, Marketing, CRM, Brand, Technical Access

Enable silence detection?

Dropped call SMS follow-up?

Dropped call SMS template

Compliance language: call recording / TCPA / HIPAA / finance disclaimers

Terms URL

Privacy URL

Marketing channels + promotions + referral/coupon details

Subaccount Name

Pipeline Stages

Tags to apply

Trigger workflows required

SMS Sending Number

Email Sending Domain

Admin users (name + email + role)

Brand tone, mission, tagline, words to avoid/always use

Technical access available now (GHL, domain, DNS, calendar, Stripe/Twilio status)

Section 19-20 • Metrics, Payment Confirmation, Signature

Primary KPI

Average Customer Value

Close Rate %

Sales Cycle Length

Ideal Customer Profile + Red Flag Customer Types

What does success look like in 90 days? *

Biggest frustration with current system?

Anything else we should know?

Payment Receipt Email *

Payment Transaction ID / Confirmation # *

Would you like live Zoom onboarding?

Do you consent to Zoom recording for implementation quality?

Best times for Zoom onboarding (if yes)

I confirm payment has been completed ($794 buildout + first month).

Digital Signature (Full Name) *

Date *

SCVbots Paid Client Onboarding

Optional Premium Onboarding (Zoom + Recording)