Please fill out this client intake form

This gives our team everything needed to build your campaigns. Complete every field, and please don't rush through it — the detail you give us here is exactly what your campaigns are built from.

EIN (Employer Identification Number) — needed to send text messages to potential clients *

Full Name *

Legal Business Name *

Please note: this must be the legally registered business name exactly as it appears on your IRS CP-575 (EIN confirmation letter).

Please check your CP-575 or any IRS document to verify your full legal business name

Business Contact Information *

Business Address *

What is the best phone number for customers to reach you? (We will be setting up a tracking number that forwards here) *

Area code on the number we purchase - call tracking *

Your Time Zone *

What is your best email for our lead communication? *

What cities do you service? *

What is your current website link? If none, put N/A *

About The Business *

What are the main services you want to promote? *

Current promotions/offers *

Social media pages (Facebook, Instagram, etc.) — paste the full links *

The full link to your page, e.g. facebook.com/yourbusiness. If you don't have any, put N/A.

Why customers should choose you *

Brand colors/style preferences *

FAQs + answers *

Marketing Content (Logo, Before and After Photos, All Service Photos, etc)

Upload up to 20 files — logo, before/after photos, service photos.

CP-575 Document (optional but strongly encouraged)

If you have it handy, upload your IRS CP-575 (EIN confirmation letter) — PDF or photo is fine. This helps us verify your legal business name for text messaging registration.

Do you plan on bringing your own domain? *

Help us get you found on Google

A few quick details that help your business show up on Google and in AI answers like ChatGPT.

Do you have a Google Business Profile? (your business listing on Google Maps) *

What year did your business start? (optional)

Contractor license number(s) and who issued them (optional)

Leave blank if your trade doesn't require a license.

Review sites you're listed on — paste the full links (optional)

Yelp, Angi / HomeAdvisor, BBB, Thumbtack, Houzz, Nextdoor — the link to your page on each one you have.