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Client Onboarding

New Client Intake Form

Everything we need to build your full TidalAI setup — website, AI assistant, voice receptionist, booking system, and marketing tools. Takes about 10-15 minutes.

Section 1 · Business & Brand Section 2 · Website Section 3 · Voice Agent Section 4 · AI Chatbot Section 5 · Marketing
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Section 01
Business & Branding
12 fields

List all days and hours. e.g. Mon-Fri 8am-6pm, Sat 9am-2pm, Sun Closed

2-3 sentences. This becomes the foundation of your AI chatbot and voice agent.

What do your best customers say about you? Why do they choose you?

Your primary and secondary brand colours. Pick from the colour wheel or paste a hex code.

Primary
Secondary
Accent

PNG or SVG preferred. If you don't have one, we'll create a simple wordmark.

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Click to upload or drag & drop
PNG, SVG, JPG, PDF, AI · Max 20MB

Pick all that apply — this shapes your AI chatbot and copy voice.

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Section 02
Website Content & Pages
8 fields

Check all that apply.

One service per line. Include a brief description for each if possible.

Which cities, towns, or regions do you serve?

A short, punchy line. Leave blank if you'd like us to write one.

How long in business? Who founded it? Mission? Awards or certifications?

Paste 2-5 of your best customer reviews. We'll feature these on your site.

Team photos, work photos, before/afters — anything visual. More is better.

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Click to upload multiple photos
JPG, PNG, WEBP · Up to 10 files · Max 50MB total

Paste 1-3 website URLs with a look & feel you like.

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Section 03
Voice Receptionist Setup
9 fields

The number(s) customers call

Your cell or an on-call number

Write the exact greeting the AI should use.

What should the AI do if someone says it's an emergency?

What should the AI say when called outside business hours?

What do people most commonly call about? This trains your voice agent.

Competitors to avoid mentioning, promises you can't keep, topics off-limits.

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Section 04
AI Chatbot Training
5 fields

What should your chatbot introduce itself as?

Add your most common customer questions and answers. Minimum 5. More = smarter chatbot.

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Section 05
Marketing & Social Preferences
10 fields

Paste URLs to existing accounts. Leave blank if you don't have them yet.

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Any deals or seasonal offers? We'll build a landing page and campaign.

We use this for SEO and positioning — never to mention them in your content.

Special instructions, things you hate about your current setup, goals for the next 6 months.

You're all set!

Once you submit, our team reviews everything and your build begins within 24 hours. You'll hear from us within one business day.

Your info is private and never shared. Questions? hello@tidalai.net

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We've got everything!

Your intake form has been submitted successfully. Our team will review it within a few hours and your build kicks off within 24 hours.

What happens next

1
You'll receive a confirmation email at the address you provided
2
Our team reviews your intake within 4 business hours
3
We'll message you if we have any quick questions
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Your website, chatbot, and voice agent build begins
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You'll get a preview link within 48 hours to approve before going live