10XAI Client Onboarding Form

Please complete the form below so our team can set up your systems, AI agents, and automations accurately.

Business Name

Business Address

Business Phone

Business Email

Website URL

Short Business Description

Upload Logo / Brand Files

Brand Colors / HEX Codes

Tagline / Slogan

Social Media Links

Domain Registrar (GoDaddy, etc.)

Hosting Access / Login

Current CRM (if any)

Upload Customer List (CSV, Excel)

Business Phone for Texting

Preferred Email for Marketing

Facebook / Instagram Login or Links

Top 3 Business Goals

Main Products / Services to Promote

Monthly Marketing Budget

Common FAQs Customers Ask

Preferred Follow-Up Method:

AI Agent Personality / Tone

Google / Yelp / Facebook Review Links

Preferred Review Response Style

Selected Package

Billing Contact Person

Kindly complete the form below, and we’ll get started on setting up your account right away.