Everything to take a signed “yes” live: the quick-details form to send the client, the service agreement to sign, the step-by-step flow, and a ready-to-send welcome email.
Send this to a new client (or fill it yourself on the call). Pure details — no signing, no uploads. They generate a file and email it to you; drop it in Sozou and I’ll fill the agreement from it.
The plain-English terms. Fill the client’s blanks (I can do this from their details file), then send it for signing. Free setup, month-to-month, non-payment pause, ownership, switching + buyout.
Details → sign → Stripe → domain → build → live. Keep it light — the client barely lifts a finger.
DocuSeal/Documenso are alternatives. The form deliberately has no signature — a contract gets signed, not a data form.
sozou-intake-[business].json → emails it to you. Save it in C:\Sozou\onboarding\, then ask Claude to “fill the agreement from this client’s details” — it fills the blanks (name, ABN, plan, fee), ready to send for signing.
Fill the client's details (from their form/JSON or the call) → get a pre-filled agreement link to send. They open it, sign at the bottom, and email you the signed PDF.
Send this once the agreement’s signed & payment’s set up. This is where you ask for the logo + photos (kept out of the form on purpose).
Subject: Welcome to Sozou, [Business] — let's get you set up Hi [Name], Great to have you on board! I'm getting started on your AI booking site and assistant. To make it look the part, could you reply with: 1. Your logo — any format you've got (or let me know if you'd like one designed). 2. 8–10 photos of your work — before/afters, finished jobs, the team, your vehicle. The more the better. 3. Anything else you'd like featured (key services, areas, a short blurb). Just hit reply and attach them — no rush, but the sooner I have them, the sooner you're live. Once they're in, I'll have a first version ready for you to review in a few days before it goes live. Any questions, text me on 0416 627 008. Cheers, Heng Sozou