Step 1 of 7

Let's design your AI employee

This takes about 30 minutes. Everything you share helps us configure an AI employee that truly understands your business.

🔍 Quick Start: Pre-fill from Your Website

Have a website? We can research your business and pre-fill most of this form for you.

Researching your business...

✎ Everything here is just a starting point. You can change, add, or remove anything before, during, or after launch.

🏢 Business Profile

Business name *

Please enter your business name

Industry / vertical *

Please select your industry

Number of employees *

1 - 5

6 - 20

21 - 50

50+

Please select your company size

Primary service area *

Please enter your service area

👤 Your Information

Your name *

Please enter your name

Email *

Please enter a valid email address

Phone *

Please enter your phone number

🤖 Name Your AI Employee

Your AI employee is a real member of your team. Give them a name and we'll prepare their business email. You can always change this later.

Employee name *

Pick any name you'd like — this is your employee's identity.

Please name your AI employee

Employee email

@

Your AI employee's email address. Use your own domain or any email you'd like.

Preferred employee phone area code

Mainspring assigns your employee a dedicated call and text line. Leave blank if fastest available is fine.

Backup area codes

Phone number preference

Choose your employee's voice

This is the voice your employee uses on calls. Tap Play sample to hear it. Mainspring fine-tunes the final voice with you during onboarding.

Step 2 of 7

What tools do you currently use?

Select everything that applies. This helps us integrate your AI employee with your existing workflow.

Step 3 of 7

Let's find where revenue is slipping through

Be honest — these answers help us prioritize which leaks your AI employee fixes first.

When a new lead contacts you, how quickly do you respond? *

Please select a response time

Who responds to new leads? *

Owner

Office manager

Dedicated salesperson

Nobody consistently

Please select who responds to leads

How do leads reach you? *

Please select at least one channel

Roughly how many new leads per month?

50 leads / month

10200

How many do you think you lose?

30%

0%100%

Average job / order value

$

Estimated Annual Missed Revenue

$90,000

This is revenue your AI employee can start recovering immediately.

Step 4 of 7

Choose your AI employee's first job

Start with one workflow. Once it's running, we'll add more.

Please select a workflow

+ Add Your Own Workflows

Have something specific in mind? Describe what you'd like your AI employee to handle.

Step 5 of 7

Teach your AI employee about your business

The more context you provide, the better your AI employee performs from day one.

Describe your business in your own words *

Please describe your business

🏷️ Top 3 Services & Price Ranges

What questions do customers ask most?

What should your AI employee NEVER say or do?

This creates hard guardrails your AI employee will always respect.

Show us a process (optional but powerful)

Record your screen doing a task you want handed off — quoting, invoicing, scheduling. Mainspring watches it, extracts the process, and wires the right tools. You never write documentation.

📎 Upload Documents

📁

Click to upload or drag and drop

PDF, DOC, TXT, or CSV — up to 10 MB each

Step 6 of 7

Review your launch

Make sure everything looks right before we start building.

Your AI Employee Summary
Roy
Employee Name
--
First Job Assignment
0
Connected Tools
48 hours
Estimated Launch Time

I authorize Mainspring to launch and manage an AI employee for my business. I understand that Mainspring will access the tools and platforms I've selected to configure automated workflows on my behalf. I also agree Mainspring may call and text the phone number I provided about onboarding, support, and approved AI employee communications. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help. I can revoke this authorization at any time. See the Privacy Policy and Terms.

You must accept the terms to continue

✓

Your onboarding is saved.

Activate checkout when you’re ready. Mainspring starts provisioning only after payment is confirmed.

Your onboarding timeline

●

Now

Your onboarding packet is saved and ready for activation.

24h

After activation

Launch starts after Stripe confirms payment: workspace, inbox, secure app access, and knowledge base.

48h

Within 48 hours

Sandbox test results are prepared for your review after launch begins.

D3

Day 3

First proof report is delivered after live launch results are known.

We'll reach out within 24 hours