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Full Onboarding Form

This helps us set up your CRM, AI, and messaging exactly for your business.

Section 1 - Business Info

Company Name *

Used for your CRM pipeline, branded messages, and AI setup.

Owner / Main Contact Name *

We only use this for communication and system updates.

Email *

This is where we send your login, reports, and onboarding steps.

Phone *

Only used if we need quick clarification while building your system.

Business Address *

Used for verification and local area targeting (if needed).

Website URL *

The AI scans this to understand your services and tone.

What industry describes your business?

Helps us apply the correct automation template for your niche.

Business Hour

The AI uses this to answer availability questions automatically.

Section 2 - Service Details

Your AI needs accurate service details to give correct answers 24/7.

What services do you offer?

This builds your AI’s service menu and responses.

Typical pricing or price range (optional)

If you're not comfortable sharing exact pricing, ranges work fine.

Cities / areas you serve *

Used for routing leads and improving AI accuracy.

Section 3 - Business Qualification & Fit

This helps us tailor the right system and ensure your business gets the best results.

How many new customer inquiries do you typically receive per week?

Helps us determine the right AI + automation capacity for your business.

What is your average job or service value?

This helps us gauge potential ROI from your automation system.

How ready are you to implement an automation system if it solves your current problems?

Section 4 - Lead Handling Preferences

Tell us how you want your AI to treat new leads.

How should the AI respond to new inquiries? *

This helps us match the AI to your workflow.

Where should new leads be sent?

Add the email or phone number where you want notifications.

Do you accept online bookings? *

Yes or No

If yes, add your booking link

We integrate this so clients can book without waiting on you.

Section 5 — Branding & Assets

These help us make your AI and dashboard feel like your brand immediately.

Upload your logo here

File Upload

Upload photos for your chatbot or landing pages (optional)

Multiple Upload

Preferred brand colors (optional)

One color is enough — hex or name is fine.

Section 6 — Social Media & Integrations

We use this only if you want multi-channel automation.

Instagram Username

Facebook Page URL

Enable website chat widget?

If yes, we’ll install the widget that captures leads 24/7

Website platform or login details (optional)

Only required if you want us to install the widget for you.

Section 7 — SMS Number Setup

This activates your automated SMS follow-up engine.

Do you already have a business SMS number? *

If Yes

We connect it directly to your CRM.

If No

Most US clients choose this for convenience.

Section 8 — AI Assistant Customization

We tailor the AI to match your voice and communication style.

How should the AI talk to your customers? *

Common questions customers ask you

Pricing, availability, warranties, emergency service, etc.

What should the AI NOT say or offer? *

This prevents mistakes like quoting unavailable services.

Any special instructions or things we should know?

Section 9 — Permission & Access

Required for us to activate your CRM, AI assistant, and automations.

Authorization *

I authorize Quickreach Systems to set up my CRM, AI Assistant, and automation system.

Facebook Business Manager Access (optional)

If needed, we’ll send a step-by-step guide to connect your assets.

Who should receive system notifications?

Section 10 — Final Preparations

This helps us prioritize your setup and deliver fast results.

When do you want your system to go live? *

Anything else you want us to include?

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Quickreach Systems

B.C. 1302949 Ajman Freezone C1 Building, Ajman

052 136 4036

[email protected]

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