Private setup intake

Build your automation on clear ground

This guided intake helps us understand your business, your customers, and the moments where automation can save time without losing the personal touch.

15-25 minutes Secure by design Tailored to your business
Only what mattersThe form adapts to the services you choose.
No passwords hereAccess is handled separately and securely.
Human reviewedYour answers are checked before anything goes live.
Start

Choose the service you are interested in

Select the area where you want help. You will only see the deeper questions that are relevant to your setup.

Swarna Solutions

Practical AI workflow systems for South African service businesses that need faster replies, cleaner follow-up, and less admin drag.

If something is unclear, write “not sure” and we will confirm it with you before anything is built or launched.
Universal intake

About the business

A few basics help us understand your operating context and tailor the recommendations properly.

Need the business basics first?

If you do not have a website yet, Swarna can quote a Business Starter Kit: a simple professional website, logo direction, domain setup, business email basics, and the core assets needed to look credible online.

People and approvals

Who should we speak to?

This keeps communication clear and makes sure the right person approves client-facing messages before launch.

Operating rules

Hours, language, and handoff

These answers help the system behave like your business, not like a generic chatbot.

Brand voice

How messages should sound

Share natural examples so automated messages feel familiar to your customers. Remove private customer details where possible.

Security and POPIA

Data handling confirmations

We design around minimum necessary data. These answers help us avoid collecting or storing information your workflow does not need.

Do not paste passwords, private access codes, account numbers, ID copies, bank statements, or customer documents into this intake.
Selected offer details

Build-specific questions

These questions help us understand the real workflow before recommending or building automation.

Lead Capture & Conversion

Reputation Growth

Sales Admin & Cash Collection

Communication Ops Assistant

Client Onboarding System

Customer Booking & Support

Business Starter Kit

Access checklist

What Swarna may need access to

Tick only what applies. Credentials are handled after contract and setup payment, not inside this form.

Final review

Submit the intake

Review the short summary, then submit. We will confirm the scope and send secure access instructions separately if needed.

Your intake does not ask for passwords or private access codes. If access is needed later, we will guide you through a Loom walkthrough and secure setup call.