Onboarding — Menehune AI™

The more you share, the smarter your Menehune will be from day one. Fill in as much as you can — every detail helps us build something that actually fits your business.

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🤙 Your Menehune

What do you want to name your Menehune? What personality should it have? Any topics or things your Menehune should NEVER do or say?

👋 About You

Name & company What do you do? (role, industry) What tasks eat most of your time? (pick your top 3-5)

📧 Email 📅 Scheduling 💰 Invoicing/Billing 📞 Customer follow-ups ⌨️ Data entry 📱 Social media 📊 Reporting 📦 Inventory 👥 Hiring/HR 📋 Compliance/Paperwork 🤝 Vendor management 📝 Proposals/Bids 🗣️ Meetings 🔍 Research

Other time-eaters: What falls through the cracks most often?

📞 Follow-ups ⏰ Deadlines 💸 Invoices 💬 Customer replies 📅 Renewals/Expirations 👥 Employee tasks 📱 Marketing/Social 📒 Bookkeeping

Morning person or night owl?

Early bird Morning-ish Night owl Depends

Hobbies & interests — tap all that apply:

⚽ Sports 🏈 Fantasy Sports 💪 Fitness 🥾 Hiking 🏄 Surfing 🎣 Fishing 🦌 Hunting ⛳ Golf 🍳 Cooking 🎵 Music 🎮 Gaming ✈️ Travel 📚 Reading 🚗 Cars/Trucks 🔨 DIY/Building 💻 Tech/Gadgets 🌱 Gardening 🐕 Pets/Animals 👨‍👩‍👧‍👦 Family Time 🍺 Craft Beer/Wine 🎬 Movies/TV 📷 Photography ⛺ Camping 🏍️ Motorcycles

Other interests: Favorite teams: Pet peeves — things that frustrate you:

😤 Late replies 🙄 Jargon overload 📅 Unnecessary meetings 👀 Micromanagement 📎 Disorganization 📧 Long emails 📞 Being put on hold 🤥 Broken promises 💥 Tech that doesn't work

Birthday

🏢 About Your Business

What software/tools do you currently use? (POS, CRM, accounting, email, project mgmt) Email provider * Do you have an IT person or department? How many employees? How quickly do you need this running? How did you hear about Menehune AI? How do you want to talk to your Menehune? * (check all that apply)

WhatsApp Microsoft Teams Telegram Slack Discord iMessage Email

🏭 Industry-Specific Questions

Pick your industry to see tailored questions.

Select your industry *

What POS system do you use? Who are your top 3 vendors? What review platforms are you on?

Google Yelp TripAdvisor Facebook

Do you use a reservation system? What social media accounts do you have?

Instagram Facebook TikTok

Do you run recurring events? What delivery services do you use?

DoorDash UberEats In-house None

What POS/inventory system? Co-op affiliation Do you have pro/contractor accounts? If yes, approximately how many? Approximate number of SKUs Do you offer delivery?

Yes No

Biggest seasonal inventory challenge? Biggest pain point competing with big box stores?

What types of projects?

Residential Commercial Government Specialty

Where do you source bids? Estimating software? How do field teams submit daily reports? Approx how many subcontractors? How do you track insurance certs/expirations? Typical project size and duration? What paperwork drives you the craziest?

ERP/inventory system? FDA product classes you deal with?

Class I Class II Class III OTC

HIPAA compliance status How do you track lot numbers/expiration dates? Do you have a customer portal/e-commerce?

Yes In development No

Number of warehouses/distribution points? Biggest compliance headache right now?

How many active clients? What reporting/analytics tools? What CRM? What social platforms do you manage for clients? Interested in white-labeling Menehune for your clients?

Yes Maybe No

Most tedious recurring task for your account managers? Describe your content creation workflow briefly:

PM tools?

Jira Asana Monday Smartsheet MS Project Other

Methodology?

Agile Waterfall Hybrid Whatever works

Active projects at any given time? How often do you report to stakeholders? How do you track budgets? Time-tracking tool? #1 thing that causes projects to go off the rails?

Contract vehicles held? (GSA, BPAs, IDIQs, etc.) Primary NAICS codes? Set-aside status?

SDVOSB HUBZone 8(a) WOSB Small Business

Security clearances? Compliance frameworks?

CMMC NIST 800-171 DFARS ITAR FedRAMP

Do you maintain a past performance library?

Yes Needs work No

SAM.gov registration current?

Yes Expired Not registered

Biggest challenge in your BD/proposal pipeline?

What industry? Biggest operational bottleneck right now? How do you communicate with customers?

Email Phone Text Social In-person

Accounting setup? Seasonal patterns? Growth plans for the next 12 months? If your Menehune could fix ONE thing tomorrow, what would it be?

🎯 One Last Thing

If your Menehune could fix ONE thing tomorrow, what would it be?

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