JobSite AI — Client Onboarding

Step 1 of 5

Tell Us About Your Business

Basic info so we can train your AI to represent your business accurately.

First Name *

Last Name *

Business Name *

Business Phone *

Business Email *

Business Address (City & State is fine)

Website URL (if you have one)

Type of Business *

Service Area *

Business Hours *

Step 2 of 5

Your Services & Pricing

Your AI will use this to answer customer questions and qualify leads accurately.

List Your Services * One per line

Pricing (share as much or as little as you're comfortable with)

Do you offer free estimates? *

Yes, always free Sometimes No

Do you offer emergency or same-day service?

Yes No Sometimes

Email & Calendar Access

We need to connect your email and calendar so your AI can monitor, respond, and schedule on your behalf.

🔒 Your credentials are secure. We use app-specific passwords — not your main password. You can revoke access at any time. We never share your information with anyone.

Email Provider *

Gmail / Google WorkspaceMost common — uses Google app password Outlook / Microsoft 365Uses Microsoft app password Zoho MailUses Zoho app password OtherWe'll reach out to help you connect it

Business Email Address *

🔒 No password needed right now. We'll securely collect your email access credentials on your setup call. We'll walk you through the process step by step — it takes less than 5 minutes.

Calendar Provider

Google Calendar Outlook / Microsoft Calendar I don't use a calendar app Other

How do you prefer to receive lead alerts? *

SMS / Text Message Telegram App Recommended — free, instant, works great Email

Your Mobile Number for Alerts *

Step 4 of 5

Your Communication Style

This is how we train your AI to sound like you — not a robot. The more detail the better.

How would you describe your communication style? *

Friendly & Casual"Hey John! Thanks for reaching out..." Professional & Formal"Dear Mr. Johnson, Thank you for your inquiry..." Straight & Direct"Got your message. I can be there Thursday at 9am." Warm & Personal"Hi! So glad you reached out — we'd love to help..."

How do you sign your emails? *

Paste a sample email or text you've sent to a customer (optional but really helpful)

Any words or phrases you ALWAYS use?

Any words or phrases you NEVER use?

Any competitors you don't want to be compared to?

Anything else we should know about how you communicate with customers?

Step 5 of 5

Almost Done!

Just a few final details and we'll get your AI assistant configured within 48 hours.

Which JobSite AI plan did you sign up for? *

Starter — $497 setup + $147/moInbox monitoring, lead alerts, pipeline tracking Growth — $997 setup + $297/mo+ Calendar management, automated follow-ups Pro — $1,997 setup + $497/mo+ CRM integration, custom workflows, dedicated manager

How many leads do you typically receive per week? *

1–5 6–15 16–30 30+

What's your biggest challenge right now? *

Missing leads while I'm working Too slow responding to inquiries No system to follow up with prospects Too much admin work eating my time Scheduling and calendar management

Do you use any CRM or business software? (optional)

Best time to reach you for the setup call? *

Anything else you want us to know?

✅ What happens after you submit:
1. You'll get a confirmation email at the address you provided
2. We'll review your info and reach out within 24 hours
3. Quick setup call to confirm everything
4. Your AI assistant goes live within 48 hours 🚀