Velocity AI Partners — Client Onboarding

Business Information

Business Name Business Email Business Phone City Street Address Timezone 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. Business Website URL Google Business Profile URL Helps us keep hours and contact info aligned with what your customers already see.

Is this location part of a chain or franchise? No, standalone Yes, part of a chain or franchise

Studio Logo PNG or JPG, under 2MB. We use this in client-facing pages.

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

Used so your AI Agent never sends follow-up texts outside open hours. Enter times in your local timezone (set above). Check "closed" for days you're not open.

I confirm the hours above are accurate.

Social Media Presence

Optional — helps us match tone and link out in AI responses where relevant.

Instagram Handle Facebook Page URL TikTok Handle

Branding & Messaging

How your AI Agent sounds to your clients over text.

AI Agent voice Team Owner Brand persona Unsure — recommend what works

See example messages

Team

"Hey! Thanks for reaching out. We'd love to have you in for a free demo. What day works best?"

Owner

"Hi, it's Sarah, the studio owner! I'd love to get you in for a free demo. What day works?"

Brand persona

"Hi! I'm Morgan from the studio. We'd love to have you in for a free demo. What day works?"

Unsure

We'll recommend a voice based on similar studios. Team and Brand persona usually perform best.

Voice Specifics

See example messages

Friendly

"Hi! So glad you're interested. The demo stretch is free and takes about 30 minutes. What day works?"

Professional

"Thank you for reaching out. Our complimentary 30-minute demo stretch is a great introduction. Which day suits your schedule?"

Motivational

"Love that you're prioritizing mobility! A free demo stretch is the perfect first step. Let's get you booked."

Humorous

"Your hamstrings called. They want a truce. Free demo stretch, no commitment. What day?"

Upbeat

"Hi! Super excited you're interested. Free demo stretch is the best way to start. What day works?"

Tone Specifics Main Call-to-Action The primary action the AI Agent drives new leads toward. Main CTA Details Offer wording, booking link, or any specifics tied to the main CTA above. 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 Agent 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 Agent 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 Agent needs to know to represent you.

How do leads currently find you? (pick all that apply) Website form Paid ads (Facebook / Instagram / Google) Phone calls Walk-ins Referrals Local events Google Business Profile Social media DMs Other (please specify)

Who is your ideal client? Client Pain Points or Motivations Helps the AI Agent open conversations with empathy. What makes you unique? What to Bring & What to Expect on First Visit Testimonials or Reviews Helps the AI Agent echo how real customers talk about you. Frequently Asked Questions

Automation & Follow-up

What the AI Agent does automatically, which past leads to re-engage, and how fast it replies and follows up.

What should the AI Agent do? (pick all that apply)

These control automated AI Agent actions. Content you provided elsewhere (FAQs, main CTA, booking link) informs the AI Agent's answers regardless of what's checked here.

Book demos / trials Answer FAQs Follow up with new leads Reactivate past leads & old members Upsell memberships or packages Provide address & directions Other (please specify)

Which past-lead segments should the AI Agent target for reactivation? (pick all that apply) Demo / trial no-shows Cooled leads (no response after 2+ weeks) Expired memberships Paused / frozen accounts Long-term inactive ("lost sheep") Other (please specify)

Reactivation Offer or Incentive

Initial reply delay Immediately 15–30 seconds 1–2 minutes 5+ minutes Unsure — advise

Follow-up Cadence When should the AI Agent follow up with leads who don't respond? Leave blank if unsure — we'll advise.

Handoff & Notifications

When the AI Agent should transfer to a human and how your team gets notified of bookings.

When should the AI Agent transfer to a human? Never — AI handles everything Only when client asks During studio hours when client asks for a call When conversation gets complex or off-topic Other (please specify)

Where should booking confirmations go? (pick all that apply) Email the location SMS a staff number

Notifications route to the Primary Contact Email and Phone from the Business Information section.

Anything Else?

Anything else the Velocity team should know before we build — launch targets, KPIs, or misc notes.

Target KPIs or Goals Leave blank if unsure — we'll advise on realistic targets. Preferred Target Launch Date When would you like your AI Agent live? We'll aim for this. Notes for the Velocity Team

Dashboard Users

Who on your team needs a login? All users get Manager access, scoped to this location. At least one user (name + email) is required.

We'll review and reach out within 1 business day. Save as draft if you need to come back later or hand this off.

Already submitted

This form has already been submitted to the Velocity team. You can't edit it from this link.

Need to make changes? Email admin@velocityaipartners.ai.

Thanks, we got it.

A member of the Velocity team will review your info and reach out within 1 business day to finish setup.

Questions in the meantime? Email admin@velocityaipartners.ai.