Client Onboarding 0% complete

Client Onboarding

Share the information we need to configure your AI Team Member. Save a draft at any point and use the link we provide to resume or hand off to a teammate.

~10 minutes Save & resume Encrypted transit

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Start faster with AI

Paste the web page for this specific location and we'll pre-fill what we can find, so you just review and confirm. You can always skip this and fill everything in yourself.

Your Team

Who we work with, and who needs a login to the dashboard.

Primary Contact Name The person we work with on setup. Primary Contact Email Direct email of the person we'll work with on setup. Booking notifications and call requests go here too. Primary Contact Phone Direct line for the person managing this setup.

Dashboard Users

Everyone who needs a login. Add as many as you like.

Studio Information

Business Name Business Email Business Phone City Street Address Timezone Business Website URL Google Business Profile URL

CRM Access

CRM Platform Email Address Create the admin account in your CRM under admin@velocityaipartners.ai. I confirm that an admin-level account has been created in our CRM using admin@velocityaipartners.ai.

Business Hours

I confirm the hours above are accurate.

Social Media Presence

Optional.

Instagram Handle Facebook Page URL TikTok Handle

Your AI Team Member

How your AI Team Member sounds to your clients over text.

AI Team Member Name New The first name every text is signed with. Pick something that sounds like a real member of your team. Main Call-to-Action Main CTA Details Booking Link New The exact link a new lead should tap to book. Every campaign sends people here. Words, Phrases, or Taglines to Use Words, Phrases, or Claims to Avoid Include anything medical, legal, or brand-sensitive we should never say.

Services & Pricing

The more specific you are, the better your AI Team Member can answer client questions and quote prices correctly.

Detailed Service Description Single Session / Drop-in Rate Membership Pricing (one tier per line) Provide at least one of the two fields above. Include commitment length if any. Package Pricing (optional, for non-members) Promotions or Discounts Ongoing promos or discount programs the AI Team Member should mention. Cancellation, Freeze, or Refund Policy Age or Eligibility Restrictions

Do you accept health insurance? Yes No

Do you accept HSA / FSA? Yes No

Other Accepted Payment or Insurance Types Other payment methods, specific plans, or coverage we should mention.

Business & Audience

Who your clients are, what makes you different, and what the AI Team Member needs to know to represent you.

Who is your ideal client? Client Pain Points or Motivations Helps the AI Team Member open conversations with empathy. What makes you unique? What to Bring & What to Expect on First Visit Frequently Asked Questions

What Should Your AI Team Member Do?

Every studio runs the same lifecycle. What changes is which campaigns are switched on. Pick the ones you want live. You can turn any of these on or off later.

Acquire Turn a name into a booked visit

Contacting New Leads Greet, answer questions, book the intro Lead Reactivation · Warm Restart a conversation that went quiet Lead Reactivation · Cold Reintroduce the studio to contacts nobody has texted

Book Protect the appointment

Booking Reminder Confirm, prep, and protect the appointment No-Show Recovery Rebook the visit they missed Cancel Recovery Get the canceled visit back on the calendar

Show They came in. Now what?

Post-Visit Follow-Up Ask how it went, then route them Complete Your Intro Book the unused half of a multi-part intro

Convert Turn a visitor into a paying client

Missed Sale Five touches over a month toward a membership

Retain Keep them coming back

Birthday & Milestones A warm text on their birthday, and on the moments worth marking Milestone Reminders Tell them when they are one visit away from something Member Rebooking Book the next visit before the last one fades Client Retention · Medium Friendly check-in when visits slow down Client Retention · High Ask for the truth before they quit

Win Back Bring the ones who left home

Ex-Member Winback Remind them why they joined, make the way back easy

One at a time

Only one campaign runs per person. Joining a new one closes the previous one, so nobody is ever in two conversations at once.

STOP ends everything

A single reply opts them out of every campaign, permanently, across the entire system.

Sending windows

Nothing goes out outside your studio's local sending hours, no matter when the trigger fires.

Everything is logged

Every message lands on the contact timeline with the campaign that sent it and the time it went out.

Notifications

How your team hears about it when a lead books, replies, or asks for a call back.

How should your team be notified? (pick all that apply) Email Text message

Where should they go? Same as my primary contact A different person

Anything Else?

Notes for the Velocity Team