Use this sheet to configure your client's complete AXIOM setup.
Client Information
Basic business details
Service Tier
Select the client's plan
AI Specialists
Check each role to include. Set quantity if multiple instances are needed.
Daily posting, comment replies, story creation, hashtag strategy
Lead generation, market research, competitor tracking, prospect lists
Email outreach, follow-up sequences, lead nurturing, CRM updates
Blog posts, email newsletters, ad copy, website content, brand voice
Instant responses, FAQ handling, urgent escalation, review management
Answers calls, takes messages, routes urgent calls, sends SMS summaries
Facebook Ads, Google Ads, ad copy, audience targeting, performance reporting
Newsletter campaigns, list management, automation sequences, open rate optimization
Platforms & Channels
Select all platforms AXIOM will manage for this client
AI Phone System
Configure the AI receptionist and phone automation
Add-Ons & Integrations
Additional services beyond the core specialist team
Build Notes
Any special instructions, custom requirements, or client preferences