JET GROWTH

AI Receptionist Onboarding Form

Client Setup Questionnaire

Please complete this form so we can configure your AI receptionist to sound and act like a trained member of your team.

1. Business Information

Business Name

Industry

Business Address

Website URL

Hours of Operation

After-Hours Rules

2. Call Handling & Routing

Primary Business Phone Number

Secondary / Backup Number

Forward Calls To (Name + Number)

Escalation Rules

Do-Not-Answer Topics

3. Scheduling & Appointments

Do you currently book appointments over the phone?

Yes No

Calendar Link (or access instructions)

Appointment Types

Typical Appointment Durations & Buffers

Availability Windows (days & time blocks)

4. FAQs & Knowledge Base

You can paste content directly here or link to a document/page that contains the information.

Top FAQs (or link to FAQ page)

Pricing List (or link to pricing page)

Service Areas

Key Policies

Phrases / Topics to Avoid

Competitors You Do NOT Want to Be Compared To

5. Brand Voice & Personality

Preferred Tone (check all that apply)

Friendly Professional Energetic Relaxed Other

Custom Greeting Line

Keywords / Phrases to Use Often

Keywords / Phrases to Avoid

6. Team Contacts & Reporting

Primary Contact (Name + Email + Phone)

Escalation Contact (for urgent cases)

Email for Daily Call Summaries

7. Agreement & Sign-Off

By submitting this form, you confirm the information provided is accurate and give Jet Growth permission to use it to configure your AI receptionist system.

Client Name

Position / Role

Confirmation

I confirm the information provided is accurate.

Date

Thank you — we’ve received your onboarding information.

Our team will review your details and begin setting up your AI receptionist. You can expect everything to be configured and ready within 24–48 hours. If we need anything else, we’ll reach out directly.