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Catalyst VA Onboarding Form

Let's build your perfect AI Voice Receptionist. This data powers Beth's expertise.

1. Business Context & Goal Setting

Why is this conversation taking place? (What pain point are we solving?)

2. Important Business Information

Please provide your business name, operating hours, physical address, and website URL.

3. AI Knowledge Base Input (The Brain)

Do you have a pre-existing FAQ or knowledge base? If so, please post the link below. If you **don't** have an FAQ link, please list your **most common customer questions and their exact answers** below (for Beth to answer confidently).

4. Lead Prioritization & Data Collection

Please rank the information you need Beth to gather from the caller, in order of importance (1 is highest priority). This dictates her conversational goals.

Priority 1:

Priority 2:

Priority 3:

Priority 4:

Priority 5:

Priority 6:

5. Booking System Integration

If you are a service-based business, how do your customers currently book appointments? If you have an existing booking link, please paste it here:

6. Custom Instructions & Personality

Any other specific details you'd like to include in your AI Receptionist (e.g., tone of voice, unique processes, specific phrases to avoid)?

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