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Our Mission: To help businesses stop losing leads, missed opportunities, and wasted marketing spend. We build AI systems that respond instantly, follow up automatically, and turn your marketing into real results—so you can grow without chasing leads all day.

Sean Richard

Hi, I'm Sean, founder of Autom8ion Lab

Helping 100+ companies automate & expand their revenue

Onboarding Form.

Please provide the details below so we can optimize your onboarding experience at Autom8ion Lab

Full Name *

Email *

Phone *

Website *

Company Name *

Location &
Business Details

General location and business information

Address

Street Address *

City *

State *

Country *

Postal code *

Type of Company (e.g. Roofing Business) *

Understanding Your Business and Market

By answering these questions, you help us gain a deeper understanding of your business, specifically who your target audience is and what matters most to them.

Which area(s) is your business operating in? *

What type of business do you run? Give us some context on your company. *

What is the most painful thing your potential clients can experience if they go with the wrong company?

What is the trendiest thing in your business or industry now? What are customers asking for? *

Current Performance & Goals

Please share details about your business's current performance and future goals. This information will enable us to identify where we can provide assistance.

How many clients do you currently have every month? *

What are your typical packages worth? (Example: $1k-$5k USD) *

NUMBERS ONLY (!) - What's your average monthly revenue in USD? Based on the past 3 months. *

What's your desired monthly revenue 12 months from now? *

Business Constraints and Challenges

Please share the obstacles and difficulties your business is currently facing. Understanding these challenges will help us devise effective strategies to overcome them.

What's stopping you from generating that revenue goal next month? Make a list of all constraints in your business. *

Products And Services

Please share details about your products and services. This information will enable us to create all AI and promotional
materials accordingly.

Do you have any type of guarantee in your offer? *

Do you have any special offers or promotions? *

List your products and/or services below. *

What services or offers should be featured on your landing pages? *

Client Acquisition and Sales

Tell us about your current methods of acquiring clients and your sales process. This information will help us enhance your strategies for customer acquisition and conversion.

How have you been acquiring clients? *

How many meetings are you generating per week? *

What is your closing rate? (Ballpark) *

Do you have a CRM with prospects' information (or somewhere else)? If you do, how many people do you have? (Ballpark) *

AI Executive Role & Performance

Please answer the questions given below for
optimum setup of your AI Systems

What are the primary goals you want to achieve with the AI employee? *

What type of language and communication style do you want the AI Executive to use? *

How would you describe your brand's tone and personality? *

What specific tasks or actions do you want the AI Executive to handle? *

AI Executive Role & Performance

Please answer the questions given below for

optimum setup of your AI Systems

Can you provide examples of typical questions or requests users might have? *

Are there any upcoming changes or expansions to your business that the AI Executive should accommodate? *

How will you measure the success of the AI Executive in meeting your business objectives? *

Fill out this document answering all questions and upload it here: https://docs.google.com/document/d/1hfWZ3v3khl0076MyHYY7AKhB0LkNBC9i/copy *

AI Executive Role & Performance

Please answer the questions given below for

optimum setup of your AI Systems

What is your exact timezone in relation to UTC time?(For example you can say UTC-07:00) *

What are the actions that these agents should be able to take? (Click on every option that applies)

Appointment Booking

Identify interested leads and notify the team

Other

If you chose "other", please specify

List out any piece of information you want the agent to extract from its conversation with all leads and store it in our database. If there is nothing, don't write anything and leave it BLANK.

AI Executive Role & Performance

Please answer the questions given below for

optimum setup of your AI Systems

List Out All Conversational Rules like DOs & DON'Ts. Please try to think of what the agent should or shouldn't say or ways to respond. If you can't think of any, just write "I don't know". *

If the agent encounters a voicemail, what should it say? Should it ask the lead to call back a specific number? Should it pitch another specific action? *

List out reasons why it's better for leads to buy from this business and not from competitors. List out competitor differentiation. *

Ad Profile Questionnaire

These answers will help us craft the best ads for you.

What are the main goals of your business? *

What's the main target market you want to see your ads and get to know about your company? *

Age
Sex
Location
Interests of audience
Behaviour
Other

Ad Profile Questionnaire

These answers will help us craft the best ads for you.

If you chose "something else", please describe. *

Describe in short the services you specialize in *

What is the desired action you want your target audience to take? *

Do you already have content (photos/videos) for your ads? *

Do you have a design preference (neat, bright, modern, professional)? *

Ad Profile Questionnaire

These answers will help us craft the best ads for you.

Are there specific messages/ideas/concepts you want to communicate through the ads? If yes, please describe. *

What kind of "family" of ads would you want to form? (Examples would be: just photos/video ads, OR, photo/video ads + you would like to become an authority in your locations and create video ads with you speaking in them.) *

What's your monthly ad budget? *

Which Facebook & Instagram pages would you like to be used for the ads we'll set up? Drop the urls below. *

Ad Profile Questionnaire

These answers will help us craft the best ads for you.

Do you have an active ads manager account for your pages? (If you don't know, just respond with "I don't know") *

Do you already have a Facebook business manager? You can check at business.facebook.com. *

Based on what you know of your ideal audience, what are they searching online in order to find you? (Example: the buyer might want a bathroom remodeling done, but they're researching "I want to rebuild my bathroom"). *

Have you worked with other agencies that ran ads for you? Any employees? Have you done it yourself? What were the results? *

Expectations and Motivations

Share with us your expectations from this program and what motivates you to grow your business. This insight will help us align our efforts with your aspirations.

What is the one thing that we can solve for you in the first 7 days that would make the investment in our services incredibly worth it? *

Do you want to attract a specific type of buyer for your service? Do you have a preference for which service you'd like to sell, or a particular higher-tier package? *

Do you only do high end contracts? Only low end contracts? Both? Do you have any preference (if any)? *

Is this a referral? If yes, who referred you? *

Lastly, what made you pull the trigger and sign up with us? *