Jeeves AI Intake Form

SECTION 1 OF 7

About Your Business

First name

Last name

Email

Phone

Business name

Industry

Website URL

City/State

How long in business

SECTION 2 OF 7

Your Customers

Describe your ideal customer in a sentence or two

Who is NOT your customer — who do you NOT want to work with?

Top 3 problems your customers have that you solve

SECTION 3 OF 7

Your Competitors

List 2-5 direct competitors (names or website URLs)

What makes you different from them?

SECTION 4 OF 7

Key People Jeeves Should Know

Most important client or two (first name + company)

Most important vendors or partners

Anyone who should always be treated as urgent

SECTION 5 OF 7

Your Communication Style

Preferred Jeeves persona

Jeeves

Other personas Coming soon

Tone preference

Very formal

Mostly professional

Friendly and casual

Relaxed and fun

How much humor is okay?

None — keep it strictly professional

A little is fine

Go for it — I like banter

Preferred morning briefing time

Topics that are completely off-limits for Jeeves

Words or phrases you never want to see

SECTION 6 OF 7

What You Want From Jeeves

What do you most want Jeeves to handle for you?

Morning briefing

Email/inbox triage

Follow-up reminders

Meeting prep

Competitive intelligence

Social media content

Marketing campaigns

Other

What frustrates you most about your current workday?

What would make you say you can't live without Jeeves?

SECTION 7 OF 7

Integrations (optional)

Are you open to connecting Gmail?

Yes — I'd like that

Maybe — tell me more on the call

No thanks

Are you open to connecting Google Calendar?