Client Onboarding

Welcome. Let's Build Something Great Together.

This form takes about 10 minutes. The information you share helps us set up your system exactly the way your business runs — branded, configured, and ready to go.

1
Business
2
Brand
3
Goals
Step 1 of 3
Your Business
Basic details so we can set everything up under your name correctly.
As registered with CRA — used for your account setup
Please enter your legal business name
Please enter your business phone
Please enter a valid email
Please enter your business address
9-digit number from CRA — on your business registration or tax documents. Required for SMS compliance (A2P).
Please enter your 9-digit CRA Business Number
Used for SMS carrier registration. Most local Alberta businesses select Canada Only.
Please select your region of operations
Please select your industry
Please enter your name
This sets when your AI assistant is active and when the booking calendar opens.

Since you operate a health-related business, we handle your client information with extra care under Alberta's Health Information Act (HIA). Our automation only touches scheduling and communication — never clinical data.

Step 2 of 3
Your Brand
Everything we need to make your system look and sound exactly like you.
Find it by Googling your business name then clicking "Share"
Used to match your emails, reports, and chat widget to your brand
🖼️
Click to upload your logo
PNG, JPG, or SVG — high resolution preferred
Don't have it handy? We'll follow up — this can come later
This shapes your AI-generated content and messaging — the more specific, the better
Step 3 of 3
Your Goals
Tell us what success looks like so we build your system around the right outcomes.
Please share your top goals
🎉
You're All Set, Friend.
We have everything we need to start building. Here's what happens next:
📋 We review your submission within 1 business day
📞 You'll get a quick kickoff call to confirm details
⚙️ Your system goes live within 2 weeks
📊 First report lands in your inbox after 30 days