A‑E‑O Client Onboarding

Business Intelligence Intake

15 / 15 REQUIRED

01. What is your legal business name, public brand name and website?Include alternate names, abbreviations and primary domain.

02. In one clear sentence, what does your business do?Write the answer you want AI to understand and repeat.

03. What products or services do you sell?Include priority offers, prices or price ranges.

04. Who is your ideal customer?Describe industries, roles, demographics, needs and buying intent.

05. Where do you serve customers?List cities, counties, states, countries or remote availability.

06. What problems do you solve?List the urgent pain points that cause customers to search.

07. Why should a customer choose you?Share differentiators, proprietary methods, guarantees and advantages.

08. What are the 10 questions customers ask most?Include questions asked before buying, booking or trusting you.

09. What proof supports your expertise?Years active, credentials, awards, results, case studies, media and testimonials.

10. Who are your top competitors or alternatives?Include links and what you do better or differently.

11. Which topics do you want your brand to own?List categories, specialties and search phrases where you must be recommended.

12. What exact language should AI use to describe your brand?Include preferred words, tone, key claims and language to avoid.

13. What policies or facts affect a buying decision?Hours, availability, delivery, refunds, service process, eligibility or limitations.

14. Where is your business already verified online?Share Google Business, LinkedIn, directories, press, social profiles and industry listings.

15. What should success look like in the next 90 days?Define the AI answers, visibility, leads, sales or reputation you want A‑E‑O to produce.

Your answers are delivered securely to the A‑E‑O strategy team.