Mission Control intake

Map the business before the system gets built.

This is the high-value layer: a guided business map that organises logos, files, CRM migration notes, AI summaries, client intake logic, pipelines, payment rules, offers, and raw operating context before anything gets pushed live.

Business map

Choose how deep you want to go today.

The express path captures enough to create a useful business vault. The full path gives ORBITxi the context needed to prepare CRM fields, pipelines, templates, AI knowledge, and onboarding tasks properly.

Business profile

Start with the details every asset will eventually pull from.

These answers become the baseline for the business vault, CRM settings, custom values, signatures, templates, invoices, emails, and AI knowledge.

Brand assets

Give the system the assets it needs to feel like their business.

For now files are captured through the intake route and prepared for Supabase Storage. Once storage is confirmed, these can become logo URLs and custom values.

Offer and operations

Map what they sell and how clients move through the business.

Current CRM and migration

If there is an existing system, capture it early.

This keeps GHL-to-GHL, spreadsheet, HubSpot, Pipedrive, and other migrations from becoming an afterthought.

Raw AI context

Let them bring the messy business brain dump.

Some of the best setup signal will come from ChatGPT/Claude summaries, call notes, documents, and unstructured answers. We capture it raw first, then enrich it later.

Extract my business context

Review our previous chats about my business. Summarise my business model, services, target audience, sales process, brand voice, common FAQs, pricing model, onboarding process, and any CRM or automation needs. Return it in clearly labelled sections for an ORBITxi onboarding intake.

Map my sales cycle

Based on what you know about my business, map my ideal sales pipeline stages from new enquiry to won/lost. Include what information should be captured at each stage and what follow-up should be reviewed or prepared.

Create my knowledge base starter

Create a starter knowledge base for my business. Include services, pricing notes, FAQs, policies, booking rules, payment terms, cancellation/refund terms, tone of voice, and support escalation rules.

Review and privacy

Nothing sensitive should be pushed live without approval.

Client databases and migration exports need explicit consent before import or provisioning.