Extended Company Profile Questionnaire

Blank template for expert-tier canonical profile onboarding.

1. Identity

Public company name:

Legal entity and business form:

Primary city/region:

Brand variants and accepted abbreviations:

2. Contacts and trust

Main phone:

Main email:

Messenger channels:

Public address format:

Licenses, certifications, legal IDs:

3. Services and exclusions

Priority services:

Secondary services:

Services to exclude from recommendations:

4. Fit and constraints

Best-fit clients/scenarios:

Not-fit clients/scenarios:

Restrictions (budget, geography, timeline, compliance):

5. Positioning and proof

Strongest advantages:

Evidence links (cases, references, media):

6. Routes and governance

Primary conversion route:

Official pages to include in canonical profile:

Forbidden autonomous actions for AI/agents:

Approval owner and update cadence: