0 / 12
Client Onboarding

You made the
right call.
Let's get to work.

A few questions — 8 minutes — and your AI Executive Assistant will be configured, calibrated, and ready to deliver your first Priority Summary.

12
Questions
8
Minutes
48h
To go live
01

What's your full name?

How you'd like us to address you in all communications.

02

And the name of your business?

Including the business type — e.g. Shopify brand, agency, coaching practice.

03

Revenue and team size?

Approximate is fine. Helps us calibrate the right level of support.

MONTHLY REVENUE
TEAM SIZE
04

What's keeping you up at night operationally?

Write this in your own words — the more honest, the better your system gets configured.

05

What would your first quick win look like?

The specific moment when you'd think — yes, this is already working.

06

How should your communications sound?

Select every word that describes your brand's voice. These become the rules for every draft we write.

Professional
Warm
Direct
Friendly
Concise
Formal
Conversational
Authoritative
Empathetic
Bold
Premium
Casual
07

Two rules we need to always follow.

These become non-negotiable constraints in every interaction we handle on your behalf.

REFUND / RESOLUTION POLICY
TIMES WE SHOULD NEVER CONTACT YOU OR BOOK MEETINGS
08

Which tools do you use every day?

Select everything we might need to access or work alongside.

Gmail
Outlook
Google Calendar
Slack
WhatsApp Business
Notion
ClickUp
Trello
HubSpot
Shopify
Amazon Seller Central
Calendly
Zapier
Stripe
09

What do you most want off your plate?

Pick your top priorities. We build these workflows first.

AInbox triage and daily priority briefing
BDrafting and managing email replies
CCalendar management and scheduling
DCustomer support responses
ESupplier and vendor communication
FMeeting summaries and action tracking
GCRM updates and pipeline notes
HSOP documentation
10

Who are the people we need to know about?

VIP clients, key suppliers, team members. We'll treat them accordingly from day one.

NAME
ROLE / COMPANY
EMAIL
HOW TO TREAT THEM
11

One last thing about your voice.

This is how we make every draft sound unmistakably like you.

HOW DO YOU SIGN OFF YOUR EMAILS?
PASTE AN EMAIL YOU'VE SENT THAT SOUNDS EXACTLY LIKE YOU
12

Anything else we should know?

Upcoming launches, sensitivities, quirks, context — anything that helps us hit the ground running.

You're all set, there.

Everything we need is in. Your AI Executive Assistant is being configured now. Expect to hear from us within a few hours.

01
We'll email you with Gmail delegate access instructions — takes 2 minutes
02
Watch for a short Loom from us walking through your daily system
03
First Priority Summary arrives within 24 hours of granting inbox access
04
Day 3 check-in — we'll fine-tune anything that needs adjusting

Questions? hello@revencyco.com