First Name
*
Last Name
*
Email
*
Phone
*
Business Name
*
Business Bio
Plan
Industry
Privacy Policy
Brokerage affiliation & license number
Where do most of your leads come from?
Do you have an IDX or MLS feed you want connected?
Yes
No
Not sure
What do you want connected?
Google Calendar
Gmail / Outlook
QuickBooks
Stripe
Zapier
dotloop / DocuSign
MLS
Zillow
Facebook Lead Ads
Do you run listing-alert campaigns for buyers?
Yes
No
How do customers usually find you?
How far do you travel for jobs?
Do you offer emergency or same-day service?
Yes
No
Sometimes
What do you want connected to your account?
Google Calendar
Gmail / Outlook
QuickBooks
Stripe
Zapier
Jobber
ServiceTitan
Angi / Thumbtack
Facebook Lead Ads
Do you want automatic estimate follow-up?
Yes
No
How do clients usually find you?
How many chairs, rooms or staff take bookings?
Do you want no-show and reminder automations?
Yes
No
Not sure yet
What tools do you want connected to your booking system?
Google Calendar
Gmail / Outlook
QuickBooks
Stripe
Zapier
Square
Vagaro
Booksy
Facebook Lead Ads
Do you take deposits to hold appointments?
Yes
No
How do customers usually find your store?
How many locations do you have?
Do customers book appointments, walk in, or both?
Appointments
Walk-ins
Both
What tools do you want connected to your store?
Google Calendar
Gmail / Outlook
QuickBooks
Stripe
Zapier
Square
Shopify
Instagram Shopping
Facebook Lead Ads
Do you want post-purchase review requests?
Yes
No
How do customers usually find you today?
How do customers usually book or buy from you?
Do you want automatic appointment reminders?
Yes
No
Not sure yet
What tools do you want connected to your business?
Google Calendar
Gmail / Outlook
QuickBooks
Stripe
Zapier
Square
Shopify
Calendly
Facebook Lead Ads
Do you want repeat-customer follow-up?
Yes
No
What is your primary market?
List every area you serve
Website URL
Facebook page URL
Google Review Link
Instagram profile URL
Upload your brand assets
Logo, brand colors, headshots, email signatures, action shots, building photos
What phone number should receive lead notifications?
What email should receive new lead notifications?
Do you want SMS notifications?
Yes
No
Do you want online appointment scheduling enabled?
Yes
No
How should we reach you during setup?
Phone Call
Text
Email
Business Hours:
Would you like automatic review requests enabled?
Yes
No
How many people are on your team?
Select an option
What is your #1 goal?
Get more Google reviews
Book more appointments
Follow up with leads faster
Scale my team's output
Run better ad campaigns
Grow referrals & repeat business
How did you find us?
Google Search
Instagram
Facebook
Referral
YouTube
Other
What is the #1 thing slowing your business down?
What are you using now to manage leads?
Select an option
Compliance acknowledgment
I understand that KeyLead Engine provides marketing tools and templates, and that it is my sole responsibility to ensure all advertising materials comply with local, state and national regulations. KeyLead Engine is not responsible for compliance oversight.