Tier-specific setup intake

Capture the business context before the account is provisioned.

This intake feeds the database, file storage, custom values, pipeline setup, template branding, welcome series, and GHL snapshot provisioning workflow.

Check tier scope Support model

Uploaded logos, exports, PDFs, CSVs, and messy business notes are staged first. They are enriched and reviewed before anything becomes a live ORBITxi account.

Business trading name *

Owner / main contact name *

Business email *

Business phone *

WhatsApp number

Business address

Transparent logo file

Logo with background file

Client database CSVOptional. Upload only if you have permission to migrate these contacts.

CRM export file or PDFOptional. Used for migration planning before anything is imported.

Brand colours

Describe the business *

Services or products *

Ideal client / customer

Pricing or packages

Common customer questions

How should the business sound?

Social and website links

Lead/customer stages

Information you collect from clients

Booking and calendar rules

Invoice, payment terms, VAT, banking details

Welcome message or next steps for your customers

What should an AI receptionist know?

Paste anything else about the business

AI sales/support call summary

CRM migration notes

Client data upload permissionRequired before CSV/contact imports are processed.