Let's Get Your Platform Built
Takes 10–15 minutes. Your answers let us build your system correctly the first time — no back-and-forth needed.
Welcome! This form gives us everything we need to build your marketing system and website. It takes about 10–15 minutes. If you're unsure about anything, just leave a note and we'll follow up.
This helps us make sure we build the right system for you from day one.
Which plan are you signing up for?
*
Spark ($97/mo)
Foundation ($297/mo)
Not sure yet - help me decide
Business Name (as shown to the public)
*
Ex. Hanus Tech Solutions
Legal or DBA Name (if different from above)
Leave blank if it's the same as your business name. Used for compliance registration.
Business Phone Number
*
The main number customers call — we'll forward missed calls from this number.
Business Email Address
*
Address
Street Address
City
State
What cities or counties do you serve? Please be as thorough as possible
*
Ex. "All of Nebraska" or "Lancaster and Seward counties"
Business hours
*
Do you offer emergency or after-hours service?
Yes
No
Sometimes
How many years have you been in business?
*
Licenses, certifications, or memberships?
What payment methods do you accept?
*
Cash
Check
Credit Card
Financing
Venmo-Zelle
Other
Do you offer warranties or guarantees?
Do you currently have a website?
*
Yes, it's current
Yes, but it's outdated
No
If yes - what is your website address?
Do you own a domain name?
*
Yes
No
Not Sure
If yes - what is the domain and where is it registered?
Owner's Full Name
*
Owner's Cell Phone
*
This is where we'll set up your mobile app and send missed call alerts.
Owner's Email Address
*
Your platform login will be sent to this email.
Best time to reach you
*
Morning (8am–12pm)
Afternoon (12pm–5pm)
Evening (5pm–8pm)
Anytime
No elements found. Consider changing the search query.
List is empty.
Preferred contact method
*
Call
Text
Email
No elements found. Consider changing the search query.
List is empty.
What services do you offer? List all of them.
*
Be specific — used for website copy and Google listing
For each service — give a 1–2 sentence description
*
Example — Window Replacement: We remove old windows and install energy-efficient replacements, fully sealed and finished same day
Do you serve residential, commercial, or both?
*
Residential only
Commercial only
Both
What is your #1 most popular or profitable service?
*
This becomes your homepage headline service.
What is your average job or project value?
Do you have a tagline or slogan?
Tell us your business story in 2–3 sentences
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Who started it, why, and what you care about. Goes on your About section
What makes your business different from competitors?
*
This becomes your website headline and ad copy. Be honest and specific.
Describe your ideal customer in 2–3 sentences
What is your primary call to action for new customers?
*
Call us
Fill out a form
Book an estimate online
Do you have a Google Business Profile?
*
Yes, set up and verified
Yes, not sure if verified
No
Not sure
GBP name as it appears on Google Maps
Approximately how many Google reviews?
0
1-5
6-15
16-50
50=
No elements found. Consider changing the search query.
List is empty.
Do you have a Facebook Business Page?
*
Yes
No
Not sure
If yes — Facebook page URL or name
Do you have a business Instagram account?
*
Yes
No
Not sure
If yes — Instagram handle
Competitor websites you like the look of?
Won't copy them — just helps us understand your aesthetic. Drop URLs if you have them.
Testimonials or reviews to feature on website
Do you have a logo?
*
Yes, I have a logo file
I have something but not sure of the file type
No logo yet
Upload your logo here
PNG or SVG with transparent background preferred. Single file — we'll send a separate link for job photos
What are your brand colors?
Not sure? Describe colors on your truck, shirts, or signs.
What area code for your new business phone number?
*
We'll set up a dedicated tracking number. Keeps your personal cell private while still forwarding calls to you.
Font or vibe direction for the website?
Anything you absolutely do NOT want on your website?
Federal law requires us to register your business before we can activate automated text messaging features like Missed Call Text-Back. This is a one-time setup. Your information is only used for carrier registration and is never shared.
Business legal structure
*
Sole Proprietor
DBA (Doing Business As)
LLC
S-Corp
C-Corp
Other
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List is empty.
Does your business have an EIN?
Yes, I have an EIN
No, I don't have one
Not sure
If yes — please enter your EIN
Kept secure — used only for A2P brand registration with the carrier.
If no EIN — OK to use SSN for Sole Proprietor registration?
Yes, that's fine
No, I want to get an EIN first
I need more info
Getting a free EIN at IRS.gov takes about 5 minutes. We're happy to walk you through it.
Business registered state
*
Your platform will automatically text people when they call and miss you, and respond to website chat visitors. We'll configure these — just tell us how you'd like to sound.
Missed Call Text-Back message (what should your auto-text say?)
Leave blank and we'll write a professional default for you.
Website chat greeting message
Leave blank for a default.
Chat offline / after-hours message
How do you typically follow up after a job?
*
I call them
I text them
I don't usually follow up
It varies
OK with system auto-sending a review request text after a job?
*
Yes, set that up
I'd like to approve the message first
Not right now
Want customers to be able to book estimates online?
*
Yes, set that up
Not right now
Maybe later
What days and hours are you generally available?
How long is a typical estimate or consultation?
30 minutes
45 minutes
60 minutes
90 minutes
Varies
No elements found. Consider changing the search query.
List is empty.
How far in advance can customers book?
Same day
1-2 days out
1 week out
2+ weeks out
No elements found. Consider changing the search query.
List is empty.
Buffer time needed between appointments?
None
15 minutes
30 minutes
1 hour
No elements found. Consider changing the search query.
List is empty.
Booking confirmation message (what should it say?)
Leave blank for a default
Do you use any scheduling software right now?
Even a rough list of past customer names and phone numbers is valuable. We can organize it inside your platform and use it for review requests and re-engagement campaigns.
Do you have a list of past customers you could share?
*
Yes, I have a list
I have something rough
No
I'll check and follow up
If yes — what format is it in?
Excel spreadsheet
CSV file
Google Sheets
Phone contacts
Paper
Other
No elements found. Consider changing the search query.
List is empty.
OK with us importing and organizing your contacts?
Yes, go ahead
I'd like to talk about it first
No commitment here — this just helps us prepare the right recommendations for you.
Interested in Facebook or Instagram ads in next 3–6 months?
Yes, definitely
Maybe
Not right now
Interested in having someone manage your social media posts?
Yes, definitely
Maybe
Not right now
Interested in ranking higher on Google over time?
Yes, definitely
Maybe
Not right now
Anything else we should know or any questions?
These questions only apply to the Foundation plan ($297/mo). If you're on Spark ($97/mo), feel free to skip this slide and hit Next.
Walk us through your typical sales process — what stages does a job go through from first contact to completed?
This becomes your pipeline stages in the CRM.
Who else on your team needs a login to the platform? (Up to 2 additional users)
Do you use written contracts or estimates with your clients?
Yes, always
Sometimes
No
I'd like to start
Would you like to be able to send and collect e-signatures on contracts through the platform?
Yes, set that up
Not right now
Tell me more about this
Do you currently send email newsletters or promotions to your customer list?
Yes regularly
I've tried it
No but I want to
No and not interested
Do you use any invoicing or accounting software right now?
We've received your information and will be in touch within 1–2 business days. We'll send you a separate link to upload your logo and job photos. We're excited to get you live.