This short form gives us everything we need to customize your CRM, configure your dashboard, and get you live. Takes about 8–10 minutes. No technical knowledge required.
Your CRM customized to your exact sales stages and lead sources
KPI dashboard configured with your revenue targets and metrics
AI lead capture form installed on your website
Google Calendar + Gmail connected and tested
60-minute onboarding call to walk through your setup
⏱ Estimated time: 8–10 minutes · All fields marked * are required
We use this to customize your CRM language, lead scoring, and AI prompts to match your business context.
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Enter a valid email
This is where we'll install your AI lead capture form.
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Step 2 of 5
How do you sell?
We use this to configure your pipeline stages, lead scoring weights, and AI next-action recommendations.
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We'll set these up as assignable team members in the CRM.
Select at least one
We've pre-filled standard stages. Edit, remove, or add your own — in the order your deals flow.
Step 3 of 5
What does winning look like?
This shapes the AI Advisor's recommendations and how your KPI dashboard is configured. Be specific — the more context, the better your setup.
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Step 4 of 5
Tech setup details.
We need these to configure your integrations. You won't need to do any technical setup yourself — that's what you paid us for.
ℹ️ What we do with this
Your Google account is used to create your Google Sheet (CRM data) and connect Google Calendar. We will share the sheet with your account — you keep full ownership of your data at all times.
This is the Gmail/Google Workspace account we'll share your Google Sheet with. Usually ends in @gmail.com.
Enter a valid email
We'll install the AI lead capture form on your website. This tells us how to do it.
Required
⚡ How to get a Claude API key (2 minutes)
Revenue AIOS uses Claude AI for the AI Advisor, Lead Brief, and email drafts. You'll need a free Anthropic account.
Typical usage: $5–15/month billed by Anthropic at cost.
Paste it here and we'll configure it during setup. If you don't have one yet, leave blank — we'll walk you through it on the onboarding call.
Usually the same as your Google account. Leave blank to skip calendar integration.
The Gmail account where your sales conversations happen. Leave blank to skip Gmail integration.
Step 5 of 5
Almost done.
Last few things so we can schedule your onboarding call and deliver the best possible setup.
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If blank, we'll set it up at the default location. Custom subdomain is optional and takes a bit longer to configure.
This is what you'll use to log in to your Revenue AIOS each day. Write it down somewhere safe.
Min 8 characters
🔒 About your password
Your password is stored as a secure hash — we never see it in plain text. You can change it any time from within the app. We recommend something memorable but not reused from other accounts.
Please agree to continue
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You're in the queue!
Your onboarding details have been sent to Michel. Expect an email within 24 hours to schedule your 60-minute setup call. Your Revenue AIOS will be live within 48–72 hours of the call.
What Happens Next
1
Confirmation email — Michel will email you within 24 hours with a Calendly link to book your 60-minute onboarding call.
2
Pre-build — We configure your CRM stages, KPI dashboard, and lead capture form before the call so you see it live during the session.
3
60-min onboarding call — We walk through your setup together, connect your integrations, and run the AI Advisor on your first leads.
4
30 days of email support — Any questions after your call, email michael@michaelbolduc.com and we reply fast.