Mogul Ai System – Client Onboarding Form

Contact Information

First name

Last name

Company name

Email

Phone

Preferred Contact Method (Email / Text / Call)

Project Selection

Which package did you purchase?

Mogul Starter™ ($500)

Mogul Elite™ ($2,500–$10,000)

Business Overview

What do you offer? (Service, product, coaching, etc.)

Who is your ideal client?

What is your #1 goal for this website/funnel/system?

Describe your current business stage:

Just Starting

Earning Steady Income

Scaling / Ready to Automate

Branding Details

Upload Your Logo (File upload)

Brand Colors (if any):

Font Preferences (if known):

Do you have a tagline or slogan?

Please link any existing website or social pages:

Website Content

(Elite clients only – optional for Starter)

About You/Bio (max 200 words):

List of Core Services/Programs:

Social Proof (testimonials, results, past clients):

Do you have existing copy you'd like us to use? (we ONLY write copy for Elite clients)

Yes, I’ll upload

No, I’d like help writing it

Email Marketing & Automation

Do you have an existing email list?

Upload any email sequences or draft messages you’d like us to review

Project Logistics

What is your desired launch date?

Are there any deadlines we should know about?

Do you have team members you'd like us to collaborate with?

How involved do you want to be in the creative process?

Hands-off – surprise me!

Balanced – I’ll review key parts

Hands-on – I want full visibility

Agreement & Submission

I understand that once submitted, work will begin based on my selected package and the turnaround time.

Time Management Training & Leadership Development Platform

Community For Corporate Professionals and Entrepreneurs in Real Estate, Public Speaking, Tech, Finance, Life Insurance and Many More Industries Just Like Yours

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