Onboarding

Complete Form Below

Contact Details

First Name *

Last Name *

Mobile Phone *

Business Email *

Business Information/A2P

Legal Business Name (including suffix eg: LLC) *

Business Website *

Business Street Address *

City *

State *

Postal Code *

EIN/Tax ID (required to register phone number for A2P) *

What are acceptable phone number area codes for your area? List 2-3 if possible (3 digits eg: 404, 312, 678 etc)? *

Phone system type *

Business Timezone *

Business Hours *

After hours coverage needed?

Database Reactivation Info

Do you have a list of past leads? *

Do you have a list of past customers? *

Calendar/Booking Setup

What booking software/tool are you currently using? (eg: Google calendar, Outlook, I-Cloud, Calendly etc) *

What type of appointment should customers book? (comma separated if multiple) (copy) *

Appointment length: *

Services & Lead Handling

Niche *

Main services offered? (List the important ones) *

Service Areas? (cities/towns etc) *

Which jobs would you like more of? *

Average job value for each of your main services? Important for displaying current pipeline revenue *

What is the single most important thing to confirm before booking? *

What is the second most important thing to confirm? *

What would you like your AI assistant to be called (eg: Alex)? *

Reviews & Referrals

Google Review Link (we use this to ask your customers for reviews automatically)

How to find it:

Search your business on google (ensure you're logged in with the email attached to your Google My Business Account)
There's a button saying Ask for reviews or Get more reviews (or similar)
Click the button and copy the link they give you.

*If you battle with this we can do it together on the onboarding call

Upload Customer List (we use this to ask them for reviews/referrals)

Click to upload

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

Are you open to offering a referral reward/incentive? (If yes - what would you offer?) *

Job Completion Tracking

Do you use job management/CRM software? *

Yes

No

How would you like to mark new jobs as complete? *

Integrate our CRM to yours

Login and move lead to "Job Complete" in our CRM

Human-In-The-Loop
Who Should the Ai notify for edge cases?

First & Last name + Email and Phone

For Office Use Only

Existing Subaccount Location ID

For agency use only. Leave blank unless this client already has an active GHL subaccount.