Lighthouse Voyages

AI Agent Build: Client Intake

Your answers go to our Audit Agent. It checks your picks against the package you bought, then sends your build to the Builder Agent. If you pick more than your package covers, we flag it and send you an upgrade option before we build.

9 short sections · about 15 minutes · your answers save on this device as you go

Section 1

Package and order

This sets your tier. We use it to check how many AI Employees and workflows are included.

Which package did you buy?

Starter

$5,400

Core AI Agent
1 AI Employee
3 workflows

Core

$7,300

Core AI Agent
3 AI Employees
6 workflows

Near-Complete

$11,000

Core AI Agent
5 AI Employees
9 workflows

Flagship / Giveaway Winner

$15,000

Core AI Agent
7 AI Employees
10 workflows (incl. 1 advanced)

How did you pay?

Paid in full (all 7 bonuses) Financing (4 of 7 bonuses)

Are you a giveaway winner?

Yes No

Name on the order

Email on the order

Phone

We use these to match your answers to your purchase record.

Section 2

Your company

Business name

Website or main social handle

Industry

Years in business

Stage

Startup Growth Established

In 1 or 2 sentences, what does your business do and who do you serve?

This is your ideal client profile (ICP). Your agent uses it for content, research and lead qualifying.

Section 3

Your Core AI Agent

This is your AI Operator, the brain that runs everything else.

What do you want to name your AI Operator?

The top 3 things you want it running from day one

What can it decide or do on its own, and what should it check with you first?

Tone and voice

How should it write and talk for you? Paste a sample if you have one.

Section 4

Your AI Employees

Pick the roles you want built, up to your package limit. Starter 1 · Core 3 · Near-Complete 5 · Flagship 7.

0 selected

Inbound / Qualifier / Appointment Setter Social Media ManagerMarketing and content Market Research / ICP Intelligence Customer SupportInbound chat, FAQ, triage Ops / Admin & Reporting Email + SMS MarketingDrip sequences, broadcasts, follow-up Bookkeeper / Invoice + Expense LoggingBilling, invoicing, expense tracking Other / custom roleNear-Complete and Flagship

Describe the custom role

Custom roles are part of Near-Complete and Flagship. We will flag this for an upgrade before the build.

Section 5

Your workflows

Pick which to build first, up to your package limit. Starter 3 · Core 6 · Near-Complete 9 · Flagship 10 (incl. 1 advanced multi-step).

0 selected

Inbox triage + draft replies Calendar scheduling + meeting prep / summaries Lead capture → CRM + follow-up Lead qualify → book-a-call sequence Content ideation + draftingBased on your ICP Social scheduling + long-to-short repurposing Inbound support chat / FAQ + ticket triage Market / competitor research → ICP doc → feeds content Daily briefing + weekly KPI rollup Invoice / expense logging Advanced multi-step workflowFlagship only

Describe the advanced workflow

Walk us through it step by step: what starts it, what happens, where it ends.

The advanced multi-step workflow is part of Flagship. We will flag this for an upgrade before the build.

Section 6

Systems and connections

What we plug your agent into.

Which CRM do you use?

GoHighLevel HubSpot Salesforce Other None

Which CRM?

Tools to connect

Email Calendar Instagram Facebook Billing / Stripe Project management

Name the exact apps, plus anything else

Which accounts or logins will the build need access to?

List the accounts only. Do not type passwords here. We will set up access safely on the Activation Call.

Any security, compliance or industry rules we must follow?

Section 7

Existing AI context (Fast Pass)

If you already use an AI tool, your agent can start out knowing your business instead of learning from scratch.

Do you already use ChatGPT, Claude or Manus?

Yes No

Which ones?

ChatGPT Claude Manus

Great. We will send you a master prompt that exports what that tool already knows about you, so your agent starts with it.

Any SOPs, brand guidelines or docs to load into your agent's brain?

Paste links, one per line.

Section 8

Success and guardrails

What does success look like?

Top 3 numbers (KPIs) to track from day one

The ONE outcome that makes this worth it

Anything your agent should NEVER do without your approval?

Section 9

Onboarding and delivery

Best way to reach you

How often should we check in?

Time zone

Working hours

Where do you want to talk to your agent?

Telegram VS Code Both

When are you free for the Activation Call?

This is where we connect everything and hand your agent over. Pick one date and start time. The time is in your time zone above.

Last step

Review your answers

Check everything below. Click Edit to change a section.

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