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Done-for-You Setup

The more detail you give us here, the faster and better your automation will perform. This takes about 10–15 minutes and sets up everything we need to go live within 7 days.

Section 1 of 5 — Contact & Business

Tell us about you and your business.

Your Full Name *

Business Name *

Email Address *

Phone / WhatsApp (optional)

Industry / Niche *

How long have you been in business?

Describe what you sell and who it's for *

Average deal / transaction value

Section 2 of 5 — Lead Sources & Volume

Where do your leads come from?

Which channels do your inbound leads come through? *

Website contact or inquiry form Instagram DMs Facebook Messenger Direct email SMS / Text message LinkedIn messages Google / Yelp / Directories Referrals (via message or email) Other

How many inbound leads do you get per month (approx)?

Current lead-to-close rate (estimate)

What's your biggest bottleneck with leads right now?

Section 3 of 5 — Messaging & Voice

How do you want to sound?

Preferred messaging tone *

Paste in any current messages you use (or describe what you currently send)

What do you want your messaging to accomplish first?

Are there any words, phrases, or approaches you want us to AVOID?

Section 4 of 5 — Follow-Up Preferences

How should your automation work?

How soon should the first reply go out after a lead contacts you?

How many follow-ups should we send if they don't reply?

Preferred follow-up spacing

What tools or CRMs are you currently using?

Do you want leads to be routed or flagged differently based on their response?

Section 5 of 5 — Your Audience

Tell us about the people we're writing for.

Describe your ideal customer in detail *

What objections or hesitations do leads usually have?

What's your best result or proof point that you use to build trust?

Anything else important we should know before we build your system?

We'll review this and email you within 24 hours to schedule your setup call. You'll be live in 7 days.

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Your data is private and secure

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Setup call within 24 hours

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Live in 7 days or less