Willow Onboarding Questionnaire

In 2-3 sentences, describe your business, services/products, and what makes you different from competitors.

Describe your ideal customer in detail. What's their industry? Size? Pain points? Budget range?

What are the 2-3 main problems your business solves? Why do customers come to you?

What are your top business goals for the next 12 months?

What's the main goal for your Willow chatbot?

Select all that apply.

What are 5-10 common questions prospects ask you? These help us train Willow.

What are the main objections or concerns prospects have before buying? (e.g., "too expensive", "unsure if it will work")

Walk us through your ideal sales process. How do prospects move from first contact to paying customer?

What tone should Willow use when talking to your prospects?

What are your core brand values? (e.g., transparency, innovation, customer-first, reliability)

What are 2-3 key messages you want to communicate? (Your unique value proposition)

Hex code like #FF5733, or a color name

Optional — leave blank if not applicable

PNG, JPG, or SVG — square works best

Optional — upload PDF if available

Optional — a tagline, recent social post, or how you describe yourself

Where on your website should Willow appear? (e.g., "homepage", "bottom right corner everywhere")

Select all that apply.

How will you measure if Willow is successful? (e.g., "50 qualified leads per month")

When do you want Willow live? What are your expectations for the first month?

Is there anything else we should know about your business, your customers, or what you want from Willow?