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Help Center/Getting started/Onboarding - a short introduction to your business

Onboarding - a short introduction to your business

Seven short questions with Tal from which the system builds your business's initial profile - who you are, who you serve and where your leads come from.

19 Aug 2026
Watch the video tutorial · Onboarding: meet your business

After your first login a chat opens with Tal, the autonomous sales manager. He asks seven questions, one at a time, and the answers build the initial profile of your business. Every answer is saved immediately, and you can stop and come back.

Your first name

The first question: "Before anything else - what is your name?". Type your first name and click Continue.

Your business name

The second question is the business name. It must be unique in the system - if it is taken you will be asked to pick another.

Your industry

Pick one field from the list: professional services, technology / SaaS, e-commerce, education, health and fitness, real estate, food, retail, finance and insurance, creative and content, or other.

What you do and for whom

This is where precision pays off: describe in a sentence or two what the business does and for whom. The more accurate the description, the more focused the content created later will be.

Tip: Write it the way you would explain it to a new customer on the phone - no jargon, with the problem you solve.

Team size and customer sources

Choose how many people are on the team (just me / 2-3 / 4-6 / 7-10), then mark where new customers come from today: social networks, referrals, paid ads, Google, partnerships or other. You can select several sources here.

The last question - optional

"Is there anything important I should know about your business?" This is the only question you can skip - when the box is empty the button turns into Skip.

At the end the system shows the build steps ("Analyzing your business", "Building the initial profile", "Creating goals and strategy"), offers to connect a Facebook account (you can click Skip for now) and takes you to the creative studio.

Note: You can click Continue later at the bottom of the screen. The interview stays open and resumes from the question where you stopped. Until then the system shows a banner reminding you to complete it.

The next step is brand identity with Noa: The brand identity interview.

Did not find an answer?

The Bambook support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.

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In this guide
  1. 1. Your first name
  2. 2. Your business name
  3. 3. Your industry
  4. 4. What you do and for whom
  5. 5. Team size and customer sources
  6. 6. The last question - optional
Related guides
Sign up and log in to Bambook for the first timeGetting started · 3 minBrand identity - the interview with NoaBrand identity · 5 minAdding a product or serviceGetting started · 4 min
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