Client Onboarding — Company Periscope

General Business Onboarding

Let's start with your business

A few basics so we can get your AI set up correctly from the start.

Business Name *

Website URL

Primary Phone *

Your answers are saved automatically

About You

Now, tell us about yourself

Who are we working with? We'll use this to reach out and confirm everything.

Your Name *

Your Email *

Your Role *

Location & Contact

Where are you located?

Your address and any additional lines we should know about.

Business Address *

Secondary / Other Phone Lines

Your Industry

What kind of business are you?

This helps us configure the right tone, terminology, and call flows.

Industry *

Business Hours

Multiple Locations?

Yes No

What You Do

Tell us about your business

The more you share here, the smarter your AI will be on day one.

Describe Your Business

Main Services or Offerings

Coverage Area

Where do you serve customers?

Service Areas

Appointments

How do appointments work?

Appointment Policy

Book via Phone?

Yes No

Book via Email?

Yes No

Advance Notice Required

Booking Details

A few more booking specifics

Other Booking Instructions

Cancellation Policy

What Should Customers Bring or Prepare?

Call Handling

How should your AI handle calls?

Enable Scheduling?

Yes No

Answer Service Questions?

Yes No

Other Call Instructions

Payments

How do customers pay?

Accept Credit Card?

Yes No

Accept Debit Card?

Yes No

Free Consultation?

Yes No

Other Payment Info

After Hours

What happens after you close?

Urgent or After-Hours Services

After-Hours Action

After-Hours Instructions

Emergency Contact

Who handles urgent situations?

Emergency Contact Name

Emergency Contact Phone

Escalation Method

AI Personality

What should your AI sound like?

This is how callers will experience your brand on every call.

AI Tone

Friendly Personality?

Yes No

Personality Notes

Your Brand Voice

What should your AI say — and not say?

What Makes You Stand Out?

Always Mention

Topics to Avoid

AI Goals

What do you want your AI to accomplish?

Primary Goal Priority

Additional Goals (check all that apply)

Book Appointments Answer Questions Capture Contact Info

Other Goals

Technical Setup

Almost done — just the technical bits

Call Forwarding — When should AI answer? (select all that apply)

All Calls — 24/7, every inbound call After Hours — outside of business hours Overflow / No Answer — when staff can't pick up

Rings Before Forwarding

Daily Report Email

Call Summary Delivery

Current Software Used

Multilingual Support?

Yes No

Implementation Timeframe

What Does Success Look Like?

Anything Else We Should Know?