Let's Get Your System Built the Right Way

This portal walks you through everything we need to set up your system correctly. You can complete the steps at your own pace, and our team will use this information to build your revenue system accurately.

Business Information

Business Name

Website

Industry

Service Area

Main Business Email

Main Business Phone Number

Business Type

Choose from the dropdown

Business Registration ID Type

Select an option

Business Registration Number

Address

Street Address

City

State

Country

Enter your country

Postal Code

Primary Contact

Owner First Name

Owner Last Name

Main Point of Contact During Implementation

Point of Contact Email *

Point of Contact Email *

Privacy Policy

Lead Flow & Sales Process

How do leads currently come in?

Website

TikTok

Referrals

Other

Facebook

LinkedIn

Phone Calls

Instagram

Google Ads

Walk-ins

What happens after a lead comes in?

Do you book appointments?

Yes

No

Sometimes

How do you currently send estimates, proposals, or contracts?

What is your current follow-up process?

Pipeline and Deal Flow

Do you currently use pipeline stages?

Yes

No

Not sure

List your current sales stages

List your delivery or production stages

What are the most common reasons you lose deals?

Calendar and Appointment Set-Up

What types of appointments do you need?

Sales Call

Delivery Call

Estimate/Inspection

Team Training

Onboarding Call

Other

Who should appointments be assigned to?

How do you currently run appointments?

What days and times are you available for appointments?

Phone and Communication Setup

Do you need phone system setup?

Yes

No

Not sure

What number should calls forward to?

Who answers incoming calls?

What should your voicemail say?

Do you want call recording enabled if legally allowed?

Yes

No

Not Sure

Do you want missed call text-back enabled?

Yes

No

Need to review

Email and Domain Setup

What email should automated emails come from?

Who has access to your domain/DNS?

Who is your domain provider?

Social Media and Integrations

Which accounts need to be connected?

Facebook

TikTok

Meta Ads

Instagram

Google Business Profile

YouTube

LinkedIn

Google Ads

Other

Who has admin access to these accounts?

Do we need to schedule a connection/setup call?

Yes

No

Not Sure

Offers and Services

What services do you sell?

What are your packages or pricing?

Do you require deposits?

Yes

No

Depends

Do you offer upsells, add-ons, warranties, or maintenance?

Assets and Files

Upload brand assets, photos, or videos

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Upload your logo No file chosen

PNG ( max 100 Files )

Share testimonials or reviews

Upload any scripts, emails, or messaging you currently use

DOCX or DOC

Team Set Up (Important)

Upload Completed Team Sheet

DOCX or DOC

Next