About You

First Name

Last Name

Phone *

Email *

Preferred Contact Method

Select an option

Your Business

Business Name

Business Type/Industry

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City

State

Postal Code

Business Phone Number

Business Email Address

Current Website URL

Years in Business

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Brief Business Description

Package Selection

Which Package Are You Interested In? *

Starter — Website, CRM Setup, Booking/Calendar & Basic Automations

Growth — Everything in Starter + Funnels, Phone/SMS & Social Media Integration

Everything in Growth + Courses/Membership Portal & Full Automation Suite

How Did You Hear About Us?

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Who Referred You?

Section 4 — Brand & Design! 🎨

Primary Brand Color *

Secondary Brand Color

Do You Have a Logo? *

YES

NO

Logo Upload

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Business Tagline / Slogan

Brand Personality / Vibe *

Professional & Corporate

Friendly & Approachable

Bold & Confident

Luxurious & High-End

Fun & Energetic

Clean & Minimal

Trust-Building & Reliable

Modern & Sleek

(select all that apply):

Online & Social Presence

Facebook Page URL

"Share any social media accounts you currently have — leave blank for any you don't use yet."

Instagram Handle

"Share any social media accounts you currently have — leave blank for any you don't use yet."

LinkedIn URL

"Share any social media accounts you currently have — leave blank for any you don't use yet."

TikTok Handle

"Share any social media accounts you currently have — leave blank for any you don't use yet."

Google Business Profile URL

"Share any social media accounts you currently have — leave blank for any you don't use yet."

Domain & Technical Setup

Don't worry if you're not sure about any of this — we'll sort it all out on your kickoff call!"

Do You Currently Have a Domain? *

YES

NO

Domain Name

Where Is Your Domain Registered?

Select an option

Do You Need Us to Purchase a Domain? *

Yes — I need a new domain

No — I already have one

Not Sure — let's discuss on the call

Current Email Provider *

Select an option

Your Goals & Ideal Customer

What Is Your #1 Business Goal Right Now?

Biggest Challenge in Your Business *

Not enough leads coming in

No online presence / outdated website

Poor or no follow-up system

Hard to manage clients & appointments

No automation — doing everything manually

Not enough time in the day

Don't know how to market myself

Other

(select all that apply)

Who Is Your Ideal Customer? *

Monthly Revenue Goal

Select an option

Booking & Phone Setup

Types of Services / Appointments You Offer *

Typical Appointment Duration

Select an option

Days & Hours You're Available

Monday – Friday (9am–5pm)

Monday – Friday (Evenings)

Saturdays

Sundays

By Appointment Only

Flexible / Varies

Select all that apply

Do You Want a New Business Phone Number? *

Yes — set one up for me

No — I'll use my existing number

I already have one set up

Preferred Area Code

By checking this box, I consent to receive non-marketing text messages from [BUSINESS NAME] about [USE_CASE_FROM_CAMPAIGN_DESCRIPTION]. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

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