Step 1 of 7 — Your Business

📋 Your Business

Basic info so we know who we're building for.

Read our Privacy Policy and SMS Terms. Help: [email protected].

🤖 Already Use ChatGPT or Claude?

If you already use an AI assistant, it knows a lot about you. This is the fastest way to make your new AI team feel like it already knows you.

Copy this prompt and paste it into your ChatGPT, Claude, or Gemini conversation. Then paste the response below.

I'm onboarding with a new AI operations service that will run my back office. They need to understand me deeply so their agents can work the way I want. Based on everything you know about me, create a comprehensive profile including:

1. **My communication style** — how I talk, write, give instructions
2. **My work habits** — schedule, when I'm most productive, how I handle stress
3. **My business** — what I do, how I operate, my priorities
4. **My decision-making style** — fast/slow, data-driven/gut, delegation style
5. **My preferences** — what I like, what I hate, how I want info delivered
6. **My team** — who works for me, dynamics, who I trust with what
7. **My pet peeves** — things that frustrate me, mistakes I don't tolerate
8. **Personality traits** — am I formal/casual, patient/impatient, big-picture/detail-oriented
9. **Anything else** that would help a new AI assistant serve me well from day one

Be specific, honest, and detailed. Include examples where possible. This will be used to configure AI agents that manage my business operations.
This is the single most valuable thing you can give us. It lets your AI team understand you from day one instead of learning over weeks. If you paste this, you can skip the next step.
don't use AI yet? no problem — hit Next and we'll ask you directly

🧠 Getting to Know You

Answer as many as you'd like — the more we know, the better your AI team works from day one.

We'll schedule your morning briefs, alerts, and check-ins around your actual rhythm.
Seriously — tell us what frustrates you. Your AI team will be built to prevent exactly these things.
This sets how much independence your agents have. You can always adjust later.

📞 Where Do Your Leads Come From?

We need to know where to plug your AI Lead Agent in.

🔧 Your Current Tools

What software and systems do you use today? We'll connect your AI team to these.

If none, type "None" — we'll recommend one or build workflows without it.

🎯 What's Breaking?

Tell us where the pain is. We'll prioritize your AI agents around these problems.

This is literally what we're building for you. Be specific.

⚡ Final Details

A few more things so we can hit the ground running.

Your AI agents will match your brand voice when communicating with clients.
✅

You're In.

Bryan will review your profile and reach out within 24 hours to schedule your discovery call. We'll come prepared with a custom deployment plan built around everything you just told us.

In the meantime, check your email for a confirmation.