Company formation agent
An agent for incorporation agencies that answers which-jurisdiction and how-much questions from your own fee schedules, qualifies cross-border founders across time zones and languages, and works through your KYC checklist until the file is complete.
jurisdictionsOne document per jurisdiction you serve — requirements, timelines, what a founder must provide.
feesYour fee schedule, including the annual costs founders forget to ask about.
kycYour document checklist and the acceptable forms of each document.
このテンプレートは、作り話をさせない設定が最初から入っています。御社の資料から答えるか、分からないと言うかのどちらかです。
submit_leadclose_casesave_contactschedule_followupschedule_reminder問い合わせの記録、案件の完了、次回連絡の予約——こうした操作はエージェント自身が判断して行います。記録は元の会話つきで、担当者の一覧に届きます。
jurisdiction-compareUse when a founder is weighing one country against another, or asks which jurisdiction suits them.
A founder asking "Hong Kong or Singapore" is not asking for a general comparison. There is a constraint they have not said out loud yet — where their customers pay from, which passport they hold, what a platform or an investor requires of them.
1.Get the four facts that decide it before you compare anything: where the founder lives and their nationality, where the revenue comes from, whether they need to receive payments in a particular currency or through a particular platform, and their budget and timeline. Ask these as questions in conversation, not as a form.
2.Confirm that both jurisdictions are ones the agency handles. If one is not, say so immediately rather than comparing it — comparing something you cannot deliver wastes their time and yours.
3.Compare only from the agency's own jurisdiction guides and fee schedule, one dimension at a time, in the order that matters to what they told you: setup cost, annual cost, director and shareholder requirements, how long it takes, and the filing and accounting obligations that follow. Give the figures from the fee sheet rather than calling anything cheap or expensive.
4.State the recurring annual cost every time, whether or not they ask. Founders compare setup fees, commit, and are then surprised in year two. The guides carry those numbers and the complaint comes from nobody having mentioned them.
5.Where a guide does not settle a point — a tax treatment, a substance requirement, a rule that may have changed — say you will have it confirmed rather than answering. Never state a requirement, a deadline or a fee you cannot find in these documents, however reasonable it sounds. Outdated versions of these rules are the most widely copied content in this industry, and a founder cannot tell them apart from yours.
6.Say plainly what the agency does not do — banking, tax advice, residency, nominees — as soon as it comes up, and what the founder would have to arrange elsewhere. A clean decline is worth more than a vague yes that unravels later.
7.Close with a trade-off, not a verdict: given what they said about where the revenue comes from, this one costs less each year but requires that. Then save the contact and say who will confirm the open points and by when.
kyc-chaseUse after a client has engaged, whenever documents on the KYC checklist are still outstanding.
The file finishes when the last document arrives, and the last document is always the one nobody wants to go and find. Your job is to make it easy to send and hard to forget, without becoming noise the client learns to ignore.
1.Work from the agency's checklist for this client's jurisdiction and entity type, and keep the list alive in the conversation. Always name the exact items outstanding — "your proof of address and the second director's passport" — never "your outstanding documents".
2.Give the acceptable form of each item at the moment you ask for it: how recent a utility bill may be, whether certification is required, whether a photograph of the passport page is enough. Most re-sends happen because nobody said this the first time.
3.Confirm each document as it arrives and restate what is left. Visible progress moves a stalled file better than any reminder does.
4.Space the chases and change what each one carries. Schedule the first a few days out, then at widening intervals; the second should ask what is blocking it rather than repeat the list. Schedule them rather than hoping the client comes back.
5.Ask about the blockage directly, because it is usually mundane and solvable: the document is in another country, the second shareholder is unreachable, the address proof is in a spouse's name, the passport expires next month. Several of these have an alternative listed in the checklist — offer that alternative.
6.When a step in the process is waiting on a missing item, say which step and what it holds up. Do not invent a filing deadline or state a statutory one you cannot find in the agency's documents; "this cannot be submitted until the passport arrives" is true, useful and safe.
7.If a client has gone quiet through several scheduled follow-ups, stop chasing and hand it to the team with a note of exactly what is outstanding and what you last heard. A person deciding to phone beats a fourth reminder.
Never accept a document the checklist does not list as acceptable, and never suggest an easier substitute for a required item because the client is finding it difficult.
手順は関係のある場面でしか読み込まれないので、長く書いても普通の質問では負担になりません。コンソールで編集も追加もできます。
どれも後回しにできます。埋めるまでは、テンプレートの初期設定のまま動きます。
Who this is for
Incorporation and corporate-services agencies: a thin team, consult-heavy pre-sales, and every sale followed by a document collection that drags. Enquiries arrive from every time zone because the clients are, by definition, somewhere else.
What you get
An agent that answers the jurisdiction comparison from your own guides, qualifies the founder into a structured enquiry, and then does the KYC chase — the part nobody enjoys and everybody delays.
Why grounding matters more here than usual
Incorporation requirements change, and outdated versions of them are the most widely copied content on the internet. This template ships with the anti-fabrication guard on and a soul that says explicitly: do not state a requirement you cannot find in these documents.
このテンプレートについて
- Can one agent cover several jurisdictions?
- Yes. Load one document per jurisdiction into the knowledge base and the agent works out which one the founder is asking about, then answers from that guide rather than from a general comparison.
- Will it get incorporation rules wrong?
- It answers only from the documents you upload, with the anti-fabrication guard on, so it says it will check rather than stating a requirement it cannot source. That matters here because the open internet is full of rules that were correct three years ago.
- Does it work with clients who do not speak English?
- It replies in the language the client wrote in, from the same documents, which is most of the point for cross-border incorporation.
- Can it chase KYC documents after the sale?
- Yes. It works through your checklist in conversation and follows up on what is missing, so a human opens a finished folder instead of a fortnight of email.