JG Studio Assistant — Client Onboarding

1

Studio basics

Studio name *Exactly as it should appear in the assistant

City / location

Website

Main contact email *Where general inquiries should be directed

Phone number

Name of principal / lead designer

2

Services & projects

Services you offer

Residential interior design Commercial interior design Architecture Renovations & extensions Furniture selection & styling New build consultancy Other

Anything to highlight or mention first?

Geographic areas you cover

If someone is below your minimum, how should the assistant respond?

Politely redirect Ask them to email Still book a call

3

Inquiry filtering

Most common unwanted inquiry types

Where should supplier inquiries be redirected?The assistant will send them here automatically

Anything else to filter or handle differently?

4

Booking & calendar

Do you have Calendly?

Yes No — need to set one up Different tool

Calendly link

What do you call the initial meeting?

Discovery call Initial consultation Introductory call Other

Meeting length

15 mins 30 mins 45 mins 60 mins

Is there a charge for the first meeting?

Free Paid

Preferred days and hours for calls

5

Tone & voice

How should the assistant sound?

Formal & refined Warm & approachable Professional but friendly Minimal & direct

Words or phrases to avoid

Words or phrases to use

Name for the assistantDefault is Aria — change if you prefer

Tell me about your studio in your own wordsThis helps the assistant speak about you accurately

6

Brand colours & fonts

Brand coloursPick as close to your website colours as possible

Primary / header

Background

Accent / buttons

Body text

Exact hex codes (if known)

Heading font style

Playfair Display

Elegant serif

Cormorant Garamond

Fine editorial serif

Montserrat

CLEAN SANS

DM Sans

Modern sans-serif

Specific fonts from your website

7

What to ask prospective clients

Information needed before a discovery call

Project type Project location Approximate budget Timeline — when they want to start Current stage of project How they heard about the studio Inspiration images or references Property size or square footage Whether they own or rent

Any other questions to ask?

8

Anything else

Anything about how your studio operates that the assistant should know?

Tweaks or changes from the demo?

Best time to reach you for a setup call

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Studio Assistant.