Internal Back Office Portal

Client Onboarding Form

Go Through This Questionnaire with Client On a Call

Onboarding Questionnaire

💡 Please read carefully:

  • The form takes about 30 - 60 minutes to complete depending upon the preparation.

  • All the questions, which are mandatory are marked with '*'. However, some questions can be skipped and addressed later.

  • Your answers will directly impact how your AI Agents are trained and set up — so please be as accurate as possible.

  • If you get stuck at any point, just email us at [email protected] — we’re here to help!

Section 1 : Business Info

This section we collect the Business Information and will be used across the setup of 3 AI agents.

Section 2 : Cheetah Review

This section we collect necessary Information for Cheetah Review AI agent for Google Review automation & repurposing.

Please Choose When to send the review request?*

  • Option 1 : Creation of Contact in CRM

  • Option 2 : We can integrate with your job scheduling software. Once integration is set, when you mark the the job is completed, review requested can be sent automatically.

  • Option 3 : Raise a support ticket to create the contact and initiate the review request

Personalised Image

Below is sample image which we sent out along with Google Review request via text message.

Social Media Repurpose

Once customer gives Google Review, we automatically repurpose the google review.

  • Generally we only repurpose reviews which is 4 stars and above.

  • We also let customer 's full name get displayed in the repurposing post.

Section 3 : Cheetah Social

This section we collect necessary Information for Cheetah Socials AI agent.

Please advise if you are ready, to connect the Social Accounts?

Connecting Socials:
Connecting Socials is vital in success.

Theme Schedule (optional)

A theme schedule organises your social media posts around specific daily topics, ensuring consistency, creativity, and engagement.

It simplifies content creation by providing a clear focus for each day, such as promotion, education, or customer stories.

This approach not only saves time but also helps maintain a balanced and professional brand presence, fostering deeper connections with your audience.

No Theme schedule : Without a theme schedule, posts will still be created using the provided brand information, ensuring alignment with your brand identity. This approach offers flexibility and variety, showcasing different aspects of your business. However, incorporating a theme schedule can enhance consistency and engagement by providing a structured focus for your content, helping to build a stronger connection with your audience.

Note: Also, This can be updated later as well.

Section 4 : Cheetah Booker

This section we collect necessary Information for Cheetah Booker AI agent.

What is best source of knowledge for Cheetah Booker?

Generally CheetahBooker is connected to the website, which is used to answer any questions raised during the booking of appointment.

You are free to provide alternative source.

Just mention 'NA' if you do not want mention any special source.

Connect Your Calendar & Setup Your Availability

To make scheduling seamless, Cheetah CRM you connect your Google or Outlook calendar and set your availability. This ensures leads and clients can book time with you only when you're free — no double bookings or back-and-forth emails.

Once connected, your calendar auto-updates with new appointments, helping you stay organised and never miss a meeting.

Section 4 : Other Topics

You are almost done! Just wanted to make you aware of few more topics.

Wallet & Transactions

The Wallet feature is used to manage your prepaid credits for sending SMS, emails, and making calls. Every time a message or call is sent through the system, the cost is automatically deducted from your wallet.

You can top up your wallet anytime, and all charges are transparently tracked in the Transactions section, where you can view detailed records of where and how your credits are being used.

This helps you keep full control of your communication budget while ensuring smooth and uninterrupted outreach.

  • $0.675 per 1000 emails

  • $0.0079 per segment (approx. $0.0079 per text)

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