Client Onboarding
1
Business Info
2
Contacts
3
Your Plan
4
Brand & Voice
5
Marketing
6
Goals
7
Review
Step 1 of 7
Let's start with your business
We'll use this to set up your BruhLogic portal, CRM, and any legal or billing documentation.
🏢 Business Details
As it appears on official documents or your LLC/Corp filing
Please enter your legal business name
The name your customers know you by (can be the same as legal name)
Please enter your brand name
Please select your industry
Please enter a valid website URL
📍 Business Address
Please enter your business address
Required
Required
Required
Required
Step 2 of 7
Who should we work with?
Tell us who the main point of contact is, plus anyone else who should have portal access or receive updates.
👤 Primary Contact (Decision Maker)
Required
Required
Required
Please enter a valid email
Required
👥 Additional Contact (Optional)
If someone else will be our day-to-day point of contact (office manager, marketing coordinator, etc.)
Step 3 of 7
Choose your plan
Select the tier that fits your goals. All plans are month-to-month after setup — no long-term contracts.
📦 Service Tier
✅ AI Voice Agent is included with the Dominance plan
💳 Billing Preferences
If different from your primary contact email
When would you like your monthly billing to begin? (Default: after 4-week setup period)
Step 4 of 7
Your brand personality
This shapes everything — your AI agent's voice, your portal look and feel, and how messages sound to your customers.
🎨 Brand Identity
What are your primary brand colors? (Hex codes if you have them, or describe them)
We'll need a high-res logo for your portal. You can paste a link here or email it to martech@bruhlogic.com
🗣️ Brand Voice & Tone
This will shape how your AI agent speaks and how your automated messages sound
🎙️ AI Voice Agent Setup
This is the name callers will hear. Keep it simple and friendly.
Please name your AI agent
What should text messages from your business say? (Leave blank for default)
What should we text someone when a call goes unanswered? (Leave blank for default)
List 3-5 common questions callers ask so we can train your AI agent to handle them
Step 5 of 7
Your marketing setup
Help us understand what you're already doing so we can hit the ground running (and not duplicate anything).
📊 Current Marketing Channels
Select all that apply
🔧 Existing Tools & Accounts
We'll need to connect these during setup. Just let us know what you're using — we'll handle the technical stuff.
Paste the URL(s) or describe what you have
Step 6 of 7
Your goals and challenges
This is the most important section — it helps us prioritize what to build first and how to measure success.
🎯 What are your top priorities?
📈 Current Numbers (Approximate)
Don't stress about exact numbers — estimates help us set a baseline
First visit + typical lifetime value if you know it
💬 Anything else we should know?
Step 7 of 7
Review your information
Take a quick look to make sure everything's right. You can click "Edit" on any section to make changes.
🎉
You're all set!
We've received your onboarding information. The BruhLogic team will start building your marketing engine right away.

What happens next

1
Within 24 hours: You'll receive a welcome email with your portal login and a calendar link for your brand voice call.
2
Week 1: We configure your CRM, install tracking, and begin building your AI agent (if applicable).
3
Week 2–3: We connect your accounts (Google Business, Facebook, website) and build your automation workflows.
4
Week 4: Testing, refinement, and go-live. Your marketing engine is up and running.