Step 1 of 5
Client Onboarding · Step 1 of 5

Let's build
something
that works.

This intake helps us understand your business, your goals, and exactly what kind of AI solution will make the biggest impact. Takes about 8 minutes.

8 minutes to complete 5 sections No fluff, no spam
01
About You & Your Business
Basic information so we know who we're building for
Required ▾
What do you do, who do you serve, and how long have you been operating?
02
The Problem You're Trying to Solve
Where is your business losing the most time, money, or opportunities right now?
Required ▾
Check all that apply — be honest, this helps us prioritize.
The more specific, the better. What does a bad week look like?
03
Your AI Experience & Comfort Level
No wrong answers — this helps us meet you where you are
Required ▾
Check all that apply — helps us understand your existing stack.
04
What You Need Built
Tell us the type of solution and what it needs to do
Required ▾
Select the closest match — we'll refine during the discovery call.
Be as specific as possible. Walk us through a typical use case.
1 = lowest priority, 5 = highest priority
24/7 availability
3
Speed of response
3
Personalization
3
Ease of use for me
3
Integration with tools
3
6 months from now, if this is working perfectly — what changed?
05
Budget & Timeline
Helps us recommend the right solution tier for your situation
Optional but helpful ▾
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Step 2 of 5 · Review Your Submission

Review &
Confirm

Make sure everything looks right before we move to your onboarding checklist.

// Your Submission Summary
Name—
Business—
Industry—
Email—
Solution Type—
Budget—
Urgency—
Main Pain Points—
// Internal Process — What Happens Next
Phase 1 — Intake & Review (Today)
Intake form received and reviewed
Vitoshi reviews the client submission, flags key needs, and assigns solution category
Vitoshi
Client profile created internally
Business details, pain points, and solution type logged in the client file
Auto
Confirmation email sent to client
Acknowledgement of receipt + what to expect next + timeline for discovery call scheduling
Auto
Initial solution recommendation drafted
Based on intake data, Vitoshi identifies the most likely solution tier and approach
Vitoshi
Phase 2 — Discovery Call (Within 48hrs)
30-minute discovery call scheduled
Client books via Calendly link sent in confirmation email
Client
Deep-dive into workflow and tools
Walk through current operations, identify integration points, confirm solution type
Vitoshi
Client asks all their questions
Full transparency on what they're getting, how it works, what they manage vs what runs automatically
Client
Final solution confirmed and scoped
Exact deliverables, integrations, timeline, and pricing agreed on the call
Vitoshi
Phase 3 — Proposal & Agreement (Within 24hrs of call)
Custom proposal sent
Scope of work, deliverables, pricing, timeline, and what's included vs not included
Vitoshi
Client reviews and approves proposal
Client has 48hrs to review, ask questions, and confirm or request changes
Client
Service agreement signed
Simple one-page agreement covering scope, delivery, and payment terms
Client
50% deposit payment processed
Via Stripe — remaining 50% due on delivery
Client
Phase 4 — Build (Timeline per scope)
Client credentials and access shared
API keys, platform logins, tool access needed to build the integration
Client
Agent / automation built and configured
Full build based on agreed scope — AI model, workflows, integrations, responses
Vitoshi
Internal testing completed
Full QA pass — all workflows tested, edge cases handled, responses reviewed
Vitoshi
Client review and feedback session
Live demo of the system — client tests it, requests adjustments
Client
Revisions implemented
Up to 2 rounds of revisions included in all packages
Vitoshi
Phase 5 — Launch & Handoff
System goes live
Agent / automation activated in production — real traffic, real results
Go Live
Client training and walkthrough
30-minute handoff call — how to monitor, how to update, what to do if something breaks
Vitoshi
Documentation delivered
Written guide specific to their system — how it works, how to modify, who to contact
Vitoshi
Final payment processed
Remaining 50% due on delivery confirmation
Client
30-day check-in scheduled
Follow-up call one month post-launch — performance review and optimization opportunities
Vitoshi
◈
You're in
the system.

Your intake has been submitted. Here's exactly what happens next — no vague "we'll be in touch." A real timeline, a real process.

// What happens next
1
Within 2 hoursYou'll receive a confirmation email with your submission summary and a Calendly link to book your discovery call.
2
Within 48 hoursDiscovery call happens. We go deep on your workflow, confirm the solution, and scope exactly what we're building.
3
Within 24hrs of callYou receive a custom proposal with full scope, pricing, and timeline. No surprises.
4
You approve — we buildSimple agreement, 50% to start. We build, test, you review, we refine. Then we launch.
5
30-day check-inOne month after launch — we review performance, optimize, and confirm everything is working exactly as expected.
// Vitoshi — Internal Use Only
Legend
Vitoshi Client Auto
Use the checklist on Page 2 to track each client through the full 5-phase process. Check items off as they're completed.