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We're excited to help you! Thanks again for coming on board!

We ask that you complete this form as best as you can. It will help us tailor our work to your needs, so we can hit the ground running before our 1:1.

We suggest you review the form first and gather all the necessary information before you begin, as it must be completed in one sitting.

Tip: Bookmark/Save this URL so you can come back to it when you are ready.

We look forward to meeting you soon!

Oh and a copy of this will be automatically sent to your email as well.

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AI Chatbot Content Source:

*If you choose to leave this blank we will only include your home page url.

Chatbot Personalization:

Chatbot Model:

Choose one from dropdown

If you'd like more information on each ChatGPT Model, please see this document we created for you.

Industry Specific Chatbots Available:

Choose one from dropdown

Welcome Message:

Based on the industry you chose, you’ll receive a customized welcome message. If you chose the Body Building Coach as an example, it would be this:

Welcome to your personal AI Coach! I'm here to assist and guide you. Let's get started on your path to success and well-being!

*The exact generic welcome message will be shared with you during our 1-1 meeting.

If you have a preferred welcome message, please provide it below, otherwise we will use the default one.

ps - we recommend one that is short and sweet!

*If you choose to leave this blank we will go with the chatbot default.

Name Your Chatbot:

Overall AI Coach Brand Name

*If you choose to leave this blank we will go with the chatbot default.

Coach Name

*If you choose to leave this blank we will go with the chatbot default.

Chatbot Identity Setup:

AI Coaching Style/Tone:

Please select one option from each dropdown feature below.

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Lead Collection + Consent Box:

Plans A & B come with a default generic title, collection and thank you messages. Emails are always collected during lead sign-up.

Let us know what other info you'd like to gather by choosing from the options below.

Select all that you want to include.

Terms and Privacy URL:

Social Media Profiles:

Select two.

Bot Branding Preferences:

This section relates to the Font, Size, Widget & Text Color choice for your chatbot.

Most popular font options
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Chatbot Background Color:

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Header Section:

For this section you can chose to use the selected default industry image (ie: the Body Building Coach circle image) or upload your company logo below to fit with your brand.

Visitor Avatar:

We ask you to select your visitor avatar image. To see available visitor avatar image options and examples, please click here

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Coach Bubble:

What is a coach bubble?

It’s the picture or icon circle that shows on your site before and while someone uses your chatbot.

Below we ask that you select your image preference for this bubble. There are 5 options available including 3 pre-set images. Go here to see visuals for Options 1-3. Then use the drop-down feature below to select your choice.

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Timing of Request:

To help us serve you better, please let us know your expected timeline.

*Keep in mind, the actual turnaround depends on how quickly we hear back from you and our current workload—but sharing your expectations helps us prioritize and plan accordingly!

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We really appreciate you taking the time to complete this form.

Once we receive your responses, we’ll review them and bring everything into our 1:1 session.

You will receive a confirmation email shortly after submitting.

I agree to terms & conditions and privacy policy provided by the company. By providing my phone number, I agree to receive text messages from the business.