1. Basic Contact & Business Information

Company Name & Website

Full Name

Best Contact Email

Website (if applicable)

Brief Description of Your Business

Primary Business Phone Number

Address

City

State

Country

Postal code

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2. Goals & Key Objectives

Top 3 Business Goals

Key Performance Indicators

Timeline & Milestones

3. Current Systems & Integrations

Are there any legacy/manual processes you’d like to replace or maintain?

4. Target Audience & Segmentation

Who is your ideal customer/client?

Do you segment your audience today?

5. Communication Preferences

Preferred Sending Windows (days of week, time‐of‐day restrictions)

Brand Tone & Style for scripts (casual/professional/friendly)

Do you require multilingual support? If yes, specify languages

6. Security, Privacy & Compliance

Do you have data-retention policies or PII guidelines we must follow?

Any industry-specific compliance (HIPAA, FINRA, GDPR, TCPA) we should build into the workflows?

User Permissions & Access Control: who approves changes, who reviews logs?

7. Assets & Additional Info

Brand Guidelines or Style Guide (attach logo, fonts, color codes, approved language)

Logo Attachment

Process Documentation: any existing flowcharts, SOPs, scripts, or training materials

Other Requirements or Special Requests

8. Knowledge Base

Do you have a document or documentation that describes in full your services

Yes

If yes, Please attach Documentation

Any existing flowcharts, SOPs, scripts, or training materials

Yes

If yes, Pleas attach any existing flowcharts, SOPs, scripts, or training materials

Submission Instructions

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