Our onboarding questionnaire is a critical first step in our customization workflow. It collects detailed client data, including:
- Brand & Business Identity: Business overview, brand tone & voice, key content examples.
- Target Audience & Key Contacts: Detailed audience profiles, key influencers, competitors.
- Engagement & Content Preferences: Content focus, engagement filters, KPI goals, and historical performance data.
- Security & Data Sharing: Data handling agreements and essential resources for reinforcement.
This information is used to tailor the agent’s responses and configure its engagement strategy, ensuring that every interaction reflects the client’s unique voice and objectives.