SideMind — Client Onboarding

Your Business

Are you already a SideMind client? *

Yes — I have paid

Not yet — interested

Your Name *

Please enter your name.

Your Role *

Please select your role.

Business Name * Exactly as you want your agent to say it on calls.

Please enter your business name.

Email Address *

Please enter a valid email.

Your Mobile *

Please enter your mobile number.

Business Website

Phone Setup

How it works: We will give you a dedicated number to promote for after-hours enquiries. We also set up automatic call forwarding from your existing number so nothing falls through — no changes needed on your end.

Existing Business Phone Number * We will set up forwarding from this number to your agent.

Please enter your existing business number.

Phone Provider Helps us confirm the forwarding code for your carrier.

Agent Name Preference What should your AI agent call herself?

Anika

Custom name

Your Services

Service Areas * Cities, suburbs or regions you cover. Your agent mentions this when qualifying leads.

Please enter your service areas.

Job Types You Focus On *

Commercial installs

Residential installs

Battery storage

EV charging

Maintenance / repairs

Energy audits

Please select at least one job type.

Average Job Value (AUD) Used in your monthly revenue report.

Estimated Close Rate % of qualified leads that convert to jobs.

Approximate Inbound Leads Per Month Calls, web enquiries, and form submissions combined.

Booking Setup

Booking Preference *

I have a Calendly link

Set one up for me

Please select a booking option.

Your Calendly Link

Preferred Consultation Length

Your General Availability When should consultations be bookable? Your agent will direct leads to available slots.

Agent Customisation

How Would You Describe Your Brand Tone?

Friendly

Professional

Expert / technical

Casual

Any Leads You Do NOT Want to Take? e.g. renters, outside certain system sizes, specific locations.

Anything Else We Should Know? Seasonal campaigns, specific language to use or avoid, anything unique about your business.

By submitting this form you are confirming the details above are accurate. We will email you confirmation within a few hours and have your agent live within 48 hours of receiving this.

You're all set.

We have everything we need to build your agent. Expect a confirmation email from [email protected] within a few hours.

Let's get youragent live.

You're all set.

Let's get your
agent live.