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Step 2 of Onboarding

Your Company Knowledge Base

This is what powers your AI agents. The more detail you give them, the smarter they become at representing your business.

1 Complete the form below
2 We review & load it
3 Your agents go live

Why this matters

Your Always On agents — Sally (web chat), Dan (email response), and Caroline (sales prep) — draw everything they know about your business from this document. The more accurate and detailed your answers, the more confidently they can qualify leads, answer questions, and represent you.

Work through each section at your own pace. Your progress is saved automatically — you can close the page and return any time. There are no right or wrong answers — just be as specific as you can.

S
Sally
Web chat & capture
D
Dan
Internal sales coach
C
Caroline
Data & marketing expert
0 of 8 sections started
✓ Progress saved

Your save link

This link contains all your answers so far. Bookmark it, copy it, or email it to yourself — open it on any device to pick up exactly where you left off.

This link works on any browser or device. It doesn't expire.
Your answers aren't stored anywhere until you hit Submit.

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Your Contact Details

So we know who submitted this — and where to send your copy

Your 8 knowledge files will be sent here
1

Company Overview

The foundation — who you are and what you do

Describe your business clearly — what you supply or provide, to whom, and how
List the sectors you actively work in
Where do you operate or deliver?
Number of staff, year founded, ownership structure
What makes you genuinely different from competitors?
2

Who We Serve & Don't Serve

Helps your agents qualify the right leads and politely decline the wrong ones

Describe your best-fit customer — size, sector, spend, location, or any other qualifier
Being clear here saves everyone time — list any firm exclusions
3

Products & Services

What you offer — so your agents can answer product questions accurately

List your main product or service lines
Anything you do beyond simply selling the product
Hard limits on products or services — so agents don't overpromise
4

Pricing & MOQs

Your agents won't quote prices — but they need to frame expectations correctly

How is pricing structured? Volume bands, trade accounts, on request?
5

Technical Knowledge & FAQs

The questions your agents will be asked most — and how to answer them

List the top 5–10 questions you get asked most often
Answer each one clearly — your agents will use these verbatim
Any standards, accreditations, or compliance marks buyers need to know about
What technical help do you offer, and how do customers access it?
6

Sales Process

How your agents should handle, qualify, and route enquiries

What information should be captured? What's the first response priority?
What signals or thresholds trigger a human handoff?
The 4–6 questions your agents should ask every prospect
How should your agents introduce a rep to the prospect? Tone and example wording.
7

Team & Territories

Who does what — so leads get routed to the right person

Name, area or account type for each rep
Technical, accounts, orders — who handles what
8

Competitors & Positioning

So your agents can handle comparison questions with confidence

Name the key players your prospects typically compare you against
Where do you win? What's the honest difference?
The 4–5 points your agents should always lead with

Ready to submit?

Here's what happens the moment you hit submit:

📦
Your files download automatically 8 individual .txt files — one per section — ready to upload to your platform knowledge base
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We receive your knowledge base 8 section files sent to the Plan Grow Do team as backup, and to load on your behalf
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We review and go live Your agents will be configured within 1–2 business days of receiving this

Sent securely to the Plan Grow Do team · Your files download automatically

✓

Done — your knowledge base is on its way!

Your 8 knowledge files should be downloading now.
Check your downloads folder for a ZIP called [CompanyName]-Always-On-Knowledge-Base.zip.
Each file corresponds to one section of your knowledge base — ready to upload to your platform.

The Plan Grow Do team has also received all 8 sections as individual files. We'll review them and have your agents configured within 1–2 business days.

Questions? Email rob@plangrowdo.com

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