AiGO — New Business Onboarding

Your Business

The basics. How your AI employee will identify and represent you.

Business / Gym Name

Full AddressStreet, city, state, ZIP. Used for directions and local context.

Business Type

If "Other", describe your business type.

Contact Info

Who we reach out to for setup and who gets notifications.

Your Name (Owner / Primary Contact)

Your Email

Your Phone NumberUsed for staff notifications when your AI employee hands off a conversation.

Business Phone Number (if different)

Your Brand

Online presence and logo for your AI employee's profile.

Website URL

Google Business Profile LinkUsed for review requests and local search. Search your business on Google and copy the link.

Your LogoPNG, JPG, SVG, or WebP. Max 5MB. Used for your AI employee's profile photo.

Tap to upload or drag your logo herePNG, JPG, SVG, or WebP — max 5MB

Remove

Hours of Operation

So your AI employee knows when you're open and can set proper expectations.

Business HoursFor each day, enter hours like "5am - 10pm", "Open 24 hours", or "Closed".

Monday Tuesday Wednesday Thursday Friday Saturday Sunday

Are staffed hours different from access hours?Example: "24/7 key fob access, staff on-site 6am-8pm Mon-Fri"

Pricing & Memberships

Your AI employee uses this to answer pricing questions and guide prospects.

Membership TiersFor each tier: name, monthly price, what's included, enrollment fee, contract length.

Trial OfferWhat can someone try before they commit? Free pass? 7-day trial? Price and duration.

Cancellation Policy

Services & Amenities

Everything you offer. Type it out, talk it through, or upload a spreadsheet.

All Services & AmenitiesClasses, equipment, amenities (showers, sauna, childcare, smoothie bar, tanning, recovery, etc.).

Type or speakUpload spreadsheetDownload template

Tap to upload CSV

Download the template, fill it in, then come back and upload it.

Download Services Template (CSV)

Class ScheduleLink to online schedule or describe times/frequency.

Personal Training Options & Pricing

Current Promotions

Your Team

Who's who so your AI employee can reference the right people and route conversations.

Staff MembersName, role, and what they handle. Type it, speak it, or upload a spreadsheet.

Type or speakUpload spreadsheetDownload template

Tap to upload CSV

Download the template, fill it in, then come back and upload it.

Download Staff Template (CSV)

Notification ContactsWho should get text alerts when your AI employee needs a human? Name and phone number.

Your Market

Understanding your competition helps your AI employee position you correctly.

Top 3 CompetitorsName and what they're known for. Your AI employee won't trash-talk them — but it will know how to position you.

What Makes You Different?Your unique selling points. The things your best members tell their friends.

Follow-Up PreferenceHow should your AI employee handle leads who don't respond?

Preferences & Boundaries

Set the personality and guardrails for your AI employee.

How Should Your AI Employee Sound?Friendly and casual? Professional? Motivational? Describe the vibe.

Things Your AI Employee Should NEVER SayHard limits. Medical advice, specific results promises, competitor pricing, unauthorized discounts, etc.

Contacts NOT to Reach Out ToPeople your AI employee should leave alone. Type names, speak them, or upload a spreadsheet.

Type or speakUpload spreadsheetDownload template

Tap to upload CSV

Download the template, fill it in, then come back and upload it.

Download Do-Not-Contact Template (CSV)

Final Details

A few last things to get everything wired up properly.

Timezone

Current CRM or Gym SoftwareBuzops, Mindbody, Gymdesk, ClubReady, GHL, etc.

Where Do Your Leads Come From?

The ONE Thing You Wish Every Prospect KnewThe misconception you're tired of correcting. This becomes a go-to response for your AI employee.

Anything Else?

You're all set.