Customer onboarding

Build your AI lead gen assistant.

Give us the business, service area, competitor, source, and Telegram details your assistant needs. Once this is submitted, setup can begin and your first daily opportunity report can be prepared.

Business details

Use the public-facing details customers see online.

Legal company name *

Public brand name *

Website *

Google Business Profile link *

Main business address *

Owner or manager name *

Setup email *

Mobile number *

Current CRM or job software

Lead targeting

This tells the agent what to look for and what to ignore.

Competitors

Add at least 3 competitors. Google Maps links are best, but names or websites work.

Assistant setup

This is where your assistant will send daily opportunities, setup messages, and follow-up prompts.

Telegram username

Telegram phone number *

Preferred daily report time *

Timezone *

Briefing tone

Lead priority

Preferred assistant name

Report delivery

Current lead sources

Important links to monitor

Anything the agent should know?

Confirm setup

After submission, the setup system can create the customer record and begin preparing your AI lead gen assistant.

I agree that Cleaning Business AI may process my business information to configure and operate the daily lead generation assistant. I agree to receive setup and daily opportunity messages through Telegram. I confirm Cleaning Business AI may use public web sources and the links I provided to find local business opportunities and prepare reports. I confirm this information is accurate enough to begin setup.

Need help? Email support@cleaningbusiness.ai or join the weekday support call: support call link coming by email.

Onboarding submitted.

Your Cleaning Business AI assistant setup can now begin. Watch your email for the setup confirmation and connect on Telegram when prompted.

Telegram: Telegram link coming by email

Support: support@cleaningbusiness.ai