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Automate My Conversions
Name
(Required)
First
Last
Business Name
(Required)
Email
(Required)
Phone
(Required)
Business Website
(Required)
Business Location
(Required)
Business Snapshot
Briefly describe your business in 1–2 sentences.
(Required)
What are you selling or promoting with this system?
(Required)
Who is your ideal client or target audience?
(Required)
What makes your offer unique or different?
(Required)
Current Marketing & Tools
How are you currently generating traffic/leads?
(Required)
(Check all that apply)
Facebook/Instagram Ads
Google Ads
TikTok Ads
Organic Social Media
Referrals
Other
If Other please Specify
Do you currently use a CRM?
(Required)
Yes
No
If yes, which one?
Do you have a landing page or funnel?
(Required)
Yes
No
Funnel/Landing page link
How are you currently following up with leads?
(Required)
Manually
CRM automation
Calls
SMS
Social Media Messages
Funnel & Assets
What is the main goal of your funnel?
(Required)
What happens after someone fills out a form or shows interest?
(Required)
(e.g., nothing yet, auto email, team follows up)
What funnel pages do you already have?
(Required)
Landing Page
Thank You Page
Sales Page
Booking Page
Checkout Page
None
Name of your lead magnet or main offer (if any):
Link to any funnel copy, past pages, or creatives
You can share link or if there are creatives you can share them via google drive.
Brand & Messaging
What tone should we use for your chatbot and messages?
(Required)
Any words or phrases I should use or avoid?
(Required)
Do you have brand assets (logo, fonts, colors, etc.)?
Yes
No
If yes, please share via Google drive
Are you interested in using an AI Phone Agent?
(Required)
Inbound
Outbound
Both
Not Sure
Where should the chatbot be installed?
(Required)
Website
Facebook Messenger
Instagram DMs
Communication & Team
What’s the best way to communicate with you during the setup?
(Required)
Email
WhatsApp
FB Messenger
Anyone else we should include in updates or approvals?
Name | Role | Email
Do you have testimonials or success stories I can include?
If yes, please share via Google drive
Yes
No
Any campaign data or conversion results you’d like us to reference?
If yes, please share via Google drive
Yes
No
Home
About
Solutions
Branding & Websites
Business Launch Site
Brand Authority Builder
PowerPresence™ Kit
Revenue Mastery Accelerator
Ads & Funnels
Email Marketing Domination
Lead Generation & AI Growth System
Local Growth Booster
Profit Ads for Pros
Portfolio
Blog
Branding
Copywriting
Design
Marketing
Sales
Web Development