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Step 1 of 7 · Business Info
Tell us about your business
Foundation every AI worker uses to understand who you are and how to represent you.
Business Identity
e.g. Power Washing, HVAC, Landscaping, Roofing…
What we put in "Hi [Name]" emails
Location & Service Area
Where your business is based
Describe where you work — counties, cities, radius, etc.
Where Apollo should pull leads from — be specific
Brand Voice
Direct & Professional · Friendly & Local · Premium & Expert · Blue Collar & Real
e.g. "We're the only crew in the area that shows up same week and sends before/after photos."
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Step 2 of 7 · Services
What services do you offer?
Workers use this to write accurate copy and pitch the right services. Be specific.
On the call: You'll check boxes from a list that's auto-populated for your industry. Just be ready to know which services you actively sell.
Packages / Tiers
Name, what's included, rough price range
Name, what's included, price range
Name, what's included, price range
e.g. Annual plan, quarterly visits, how it's priced
Pricing Range
e.g. $149
e.g. $399
e.g. $2,500+
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Step 3 of 7 · Target Markets
Who do you sell to?
Danny handles direct outbound. Carla builds referral partnerships. Know your targets.
Direct Outbound Targets (Danny)
Check all that apply: Property Managers · Facility Managers · HOA Management · Realtors · Hotels & Motels · Restaurants · Gas Stations · Car Dealerships · Fleet / Trucking · Healthcare / Medical Offices · Retail / Storefronts · Schools / Districts
e.g. senior living facilities, nursing homes, self-storage…
Referral Partner Targets (Carla)
Check all that apply: Landscapers / Lawn Care · Roofers · Painters · Gutter Companies · HVAC Companies · Realtors (referral) · Siding Contractors · Pest Control · Pool Service · Junk Removal · Property Mgmt Companies · Home Inspectors
Commission per job sent, mutual referrals, something else?
Customer Personas
Age range, homeowner vs. renter, pain points, what triggers them to call
Title, company size, pain points, what they care about most
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Step 4 of 7 · Integrations
Connect your tools
Have these accounts set up and API keys copied before the call. Required ones must be ready.
How to find your API keys:
Apollo → Settings → Integrations → API Keys
Mixmax → Settings → API → Generate Token
Slack → api.slack.com → Your Apps → Incoming Webhooks → Add Webhook
Workiz → Settings → API → Token & Secret
Apollo → Settings → Integrations → API Keys
Mixmax → Settings → API → Generate Token
Slack → api.slack.com → Your Apps → Incoming Webhooks → Add Webhook
Workiz → Settings → API → Token & Secret
Required — Must have before workers run
Danny and Carla use this to pull leads daily
Auto-enrolls leads in email sequences
Where all worker updates post — morning reports, alerts, pipeline summaries
Mixmax Sequence IDs (can add later)
If you haven't created Mixmax sequences yet, leave these blank — we'll set them up on the call. If you already have sequences, grab the IDs from the URL bar in Mixmax.
Field Operations
Nina pulls job & revenue data from this
Jobber · ServiceTitan · Housecall Pro · Kickserv · None
Optional Add-ons
Full CRM pipeline tracking
Ad performance tracking
Enables automated SMS follow-up
Lets Vera push code improvements via GitHub Actions
e.g. username/myaioffice
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Step 5 of 7 · Sales Strategy
How do you sell?
Workers use this to write realistic sequences, handle objections, and match your sales process.
Your Top 3 Objections + How You Handle Them
e.g. "Too expensive" → how you respond
Your Current Offer & Process
e.g. "Book before July 31 — $50 off your first clean"
Call/text · Online form · Email · In-person estimate
Same day · Within 24h · Within 48h
Competitive Edge
e.g. same-week availability, before/after photos, fully insured, never cancel last minute
Proof Points
e.g. 500+ jobs
e.g. 4.9 stars, 87 reviews
A real quote or story you can share — workers inject this into sequences and copy
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Step 6 of 7 · Your AI Team
Activate your AI workers
Choose which workers to turn on. The first 5 are recommended for everyone — rest can be added later.
Danny — Outbound Sales Rep
Pulls Apollo leads, auto-enrolls in Mixmax sequences daily
Carla — Referral Partner Manager
Builds your referral network with local trades
Nina — RevOps Manager
Morning hot leads report + Monday pipeline summary
Jasmine — Social Media Manager
Writes weekly Facebook & LinkedIn posts on schedule
Vera — Chief Innovation Officer
Daily system audit, auto-fixes, Slack updates
Tommy — Content & Copy Writer
Website copy, email sequences, objection scripts
Marcus — Market Intelligence
Competitor profiling, VOC library
Rick — Paid Ads Specialist
Facebook ad copy, Google RSA headlines, video scripts
Donna — Growth Strategist
Launch campaigns, seasonal promos, monthly growth plans
Gradient dot = on by default. Gray dot = off by default, can activate. You can change this on the call — no wrong answer.
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Step 7 of 7 · Final Review
Review & Generate
We'll read everything back together before hitting Generate. No changes after this.
Step 7 is just a review screen — no new questions. We'll scan through what you entered, confirm everything looks right, and hit ⚡ Generate My AI Office. Your config is submitted to the TradeDesk team and a JSON file downloads to your computer as a backup.