OpenClaw Onboarding
Let's build your
personal assistant.
A few questions to understand how you work — not just what you do, but how you think, communicate, and where your time actually goes. This helps us configure an assistant that fits your real life.
First, a little about you.
We'll use this to set up your account and follow up with you.
What do you do for work?
In your own words — roles, organizations, whatever feels right.
What part of running your business feels the most chaotic right now?
What do you spend most of your time on daily?
Pick your top 2–3.
What are the most annoying or time-wasting parts of your day?
Do you work more from a computer or your phone throughout the day?
Do you use any tools today for notes or tasks?
Notion, Notes app, Google Docs, sticky notes — whatever it is.
Do you prefer voice notes or typing when capturing ideas?
Who do you communicate with most?
Rank or select the top 2–3 groups.
Do you struggle more with drafting messages or keeping track of follow-ups?
Is there a type of message you write over and over that always takes too long?
Meeting recaps, donor updates, staff emails — anything that feels repetitive.
What would you want this assistant to help you with the most?
When during your day would you most likely reach for it?
If it worked perfectly, what would it do for you every day?
How should it talk to you?
Do you prefer short answers or detailed help?
Do you want it to just respond when asked, or also help manage things proactively?
Would you want it to remember things about you across conversations?
Like knowing your roles, your preferences, your ongoing projects.
Should it always ask before doing anything important?
Anything you definitely DON'T want it to do?
Hard boundaries, things that would feel invasive, or anything off-limits.
What would make you say "this is actually really useful"?
Have you tried ChatGPT or any AI tool before?
Do you currently pay for any AI subscriptions?
Things like ChatGPT Plus, Claude Pro, Gemini Advanced, Copilot, etc. This helps us build the right setup without duplicating tools you already have.
Were you referred by someone?
Please answer this either way. If someone sent you here, add their name so we can thank them and keep the relationship clear.
What are the best windows for your setup call?
Share the days/times that usually work, plus your preferred way to coordinate scheduling.
How should we handle payment for your setup?
This helps us send the right payment link, invoice, or follow-up before your setup session.
What needs to happen next for this to feel easy?
Tell us what you need from us after this form: a call, a payment link, documents, access instructions, or a clearer rollout plan.
Anything else we should know before we set this up for you?
Context about your work, quirks, preferences — anything that would help.
You're all set.
Your answers have been saved. We'll use them to configure your assistant before your first session — built around how you actually work, not a generic template.
Next, we'll review your responses, confirm payment or invoice details, and send scheduling options for your setup session.