New Client Setup

Always On — Client Onboarding

9 short sections · your progress is saved automatically

Step 1 of 9 Your Business
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Your Business

Let's start with the basics about your company

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Thank you — we've received everything.

Your Plan Grow Do contact will be in touch shortly to confirm your setup timeline.

A copy of your responses has been sent to rob@plangrowdo.com.

Step 2 of 2

One more thing — your Company Knowledge Base

This is what your AI agents use to answer questions, qualify leads, and represent your business. It takes about 15 minutes and your progress saves automatically, so you can return any time.

  • 8 sections covering your products, pricing, team, and sales process
  • You'll receive 8 individual files to upload to your platform
  • We'll also receive a copy to configure your agents on your behalf
Complete Your Knowledge Base → You can also do this later — we'll remind you.
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