First Name
*
Last Name
*
Email
*
Phone
*
Company Name
*
Your business basics
Legal business name
Public business name, if different
Business address
Website address
Hours of operation
Areas you serve
Your services and what each one costs
Team members who need access, names and emails
Your logins
I have these logins and passwords ready
Google
Facebook Page
Instagram
LinkedIn
Website login
Domain registrar
Current CRM or email platform
Domain registrar name (for example GoDaddy)
Your marketing materials
Links to your marketing materials: logo and brand colors, photos, videos, PDFs and brochures, case studies and testimonials
My materials are gathered in one place and the links above are complete
My materials are gathered in one place and the links above are complete
Your customer questions
The questions your customers ask most, with your usual answers (ten is a great start)
*
Anything customers always misunderstand about your business
Your list and your setup
Upload your customer and lead list (CSV is best)
Click to upload
List status
Ready to upload now
Still gathering it
I do not have a list yet
Which setup did you choose
Standard setup, $995
Setup with AI agent build, $1,995
Not sure yet
I understand connections happen live on our intake call with my logins, and the build runs one week once this homework is in
I understand connections happen live on our intake call with my logins, and the build runs one week once this homework is in
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