ABISA Client Onboarding
Comprehensive Business Profile Questionnaire
Section 1: Business Identity
1. What is your business name?
2. Your name
3. Your role or title
4. Your email address
5. Your phone number (optional)
6. Your website URL (optional)
7. What does your business do? Who do you help, and what's the outcome?
8. How long have you been operating?
Section 2: Your Business Foundation
9. What are your core business values?
List 3–4 values
10. What's your biggest differentiator from competitors?
11. Briefly describe your background and why you started this business
12. What are your top 3 priorities for the next 12 months? (select up to 3)
13. Your main offers/services — name each one and describe it in 1 line
14. Which offer do you want to focus on selling most right now?
15. How did you hear about ABISA?
Section 3: Your Assistant's Identity (Abi Setup)
16. What would you like to name your AI assistant? (optional)
Leave blank if you'd like us to suggest one
17. What role should your assistant play?
18. Describe your assistant's vibe in 3–6 words
19. What should your assistant NEVER sound like?
20. How should your assistant communicate by default?
21. Format preference
22. Tone preference
23. When should your assistant ask before acting?
Section 4: Brand Voice
24. If your brand were a person, how would you describe their personality?
25. List 5–8 words that describe your brand voice
26. What does your brand voice absolutely NEVER sound like?
27. Are there words or phrases you always use? (optional)
28. Are there words or phrases you ALWAYS avoid? (optional)
29. On a scale of 1–10, how formal is your brand?
1
2
3
4
5
6
7
8
9
10
Very casualBalancedVery formal
30. Do you use humour?
31. Emoji usage
Section 5: Your Digital World
32. Where do your main business files live?
33. Which tools does your team use daily?
34. Your social media handles (optional)
35. Any community platforms? (optional)
36. Important links to know about (optional)
37. Who are your main competitors? (optional)
38. How does your messaging differ from competitors? (optional)
Section 6: Team & Change Readiness
39. How many people are in your team (including you)?
40. Who will be the internal champion for this AI project?
41. How would you describe your team's attitude to new technology?
42. Have you previously tried to roll out new technology that didn't get adopted?
43. If yes, what happened? (optional)
44. How do you prefer to roll out changes to your team?
45. What's your biggest concern about introducing AI to your team?
Section 7: Compliance & Data
46. What types of data does your business handle?
47. What compliance requirements apply to your business?
48. Is there any data that must NEVER be sent to an AI system? (optional)
49. Where is your business data currently stored?
50. Do you have existing IT support?
51. Any previous data breach or security incident?
Section 8: Your Northstar
52. In one sentence, what's the #1 outcome you want from working with ABISA?
53. What should your AI assistant optimise for? (select up to 2)
54. What should it NEVER optimise for? (select up to 2)
55. Is there anything else we need to know? (optional)