Tell Us About Your Business
Complete the six onboarding forms so we understand your services, customers, systems, and goals.
Client Onboarding
Let's Build Your AI Employee.
Welcome to Scale Through Automation. Before we can design, configure, and deploy your AI Employee, we need to understand your business inside and out. Complete the six short forms below and our team will get to work turning your answers into a fully working AI system built around how you operate.
How Onboarding Works
The Information You Share Becomes the AI Employee You Get.
Every AI Employee we build is trained on your business, not a generic script. The forms below feed directly into your agent's personality, knowledge base, call flows, and automations. The more complete your answers, the faster we can configure a system that sounds like you, knows your offers, and handles your customers the way you would.
We Configure Your AI Employee
Our team builds your prompts, knowledge base, call flows, and automations from what you've shared.
Review & Refine Together
We walk you through a live demo, gather your feedback, and fine-tune the details before launch.
Go Live
Your AI Employee starts handling real conversations, bookings, and follow-ups from day one.
6 Forms, Start to Finish
Complete Your Onboarding Forms
Work through the six forms below in order, or jump to the one that applies to your project. Each one takes just a few minutes and feeds directly into a specific part of your AI Employee build.
Initial Intake Form
Start here — get to know youA quick first look at your business so we understand who you are, what you do, and what you're hoping to achieve before we dive into the details.
- Business snapshot & goals
- Primary contact & decision makers
- Current pain points
Secondary Intake Form
Going deeper into the detailsNow that we know the basics, this form digs into the specifics — your systems, processes, and preferences — so we can start mapping out exactly what we'll build for you.
- Detailed systems & processes
- Team roles & responsibilities
- Specific requirements & preferences
Business Profile & Advanced CRM & Lead Setup
Business profile & CRMNow for your core business profile, current systems, and how you want your CRM, pipelines, and lead capture configured — the foundation everything else is built on.
- Business profile & current systems
- CRM, pipelines & appointment booking
- Lead routing & capture setup
Voice & Chat AI Agent Setup
Phone & chat conversationsTell us how your AI agent should sound and behave across phone calls and website or SMS chat — from greeting people to booking appointments and handing off to your team.
- Agent personality & tone
- Call & chat flow, booking process
- Escalation & handoff rules
Funnel & Review AI Setup
Lead funnels & reputationGive us your offers, funnel goals, and design preferences alongside your review management process, so we can build funnels that convert and protect your reputation.
- Funnel goals, offers & design
- Google Business Profile details
- Review request & response process
Content & Workflow AI Setup
Content & automationShare your brand voice and social channels along with the systems, notifications, and approvals your automations need to run smoothly behind the scenes.
- Brand voice & content preferences
- Publishing channels & cadence
- Workflow systems & approvals
What to Expect
Questions Clients Usually Ask
Onboarding is the foundation of a great AI Employee. Here's what happens with your information and what comes next once your forms are in.
Do I need to complete all six forms?
Yes — each form configures a different part of your AI Employee system. Skipping one leaves a gap in what your agent can do, so we ask every client to complete all six before we start building.
How long does onboarding take?
Most clients complete all six forms in about 70–90 minutes. You can save your progress and come back, and our team is available if you get stuck on any question.
What happens after I submit?
Our team reviews every answer, builds your prompts and knowledge base, and configures your agents inside GoHighLevel. You'll get a live demo to test and refine before anything goes live with your customers.
Can I update my answers later?
Absolutely. Businesses change, and your AI Employee can too. Reach out to your STA team anytime to adjust an offer, add a new service, or refine how your agent responds.
Not sure where to start, or have questions about a form?
Book a free call with our team and we'll walk through onboarding together.