Workflow Solutions Intake

Workflow Solutions Intake

Please complete this intake form so we can review your request for Workflow Solutions. Choose the service you’re interested in and share a few details—our team will follow up with next steps after review.
What are you looking for?
What’s frustrating you the most right now? What do you want the system to improve?*
Google Workspace (Gmail/Calendar)Google SheetsCalendlySquareStripeQuickbooksHoneyBook/DubsadoGoHighLevelHubspotJobber/Housecall ProWix/Wordpress websiteInstagram/Facebook messengerOther
ASAP (within 7 days)2-3 weeks30 days60-90 daysJust researching/planning
Weekdays 9am-12pmWeekdays 12pm-3pmWeekdays 3pm-6pmEvenings 6pm-8pmWeekendsFlexible
CallTextEmailAny
Business Name*
Owner Name*

First NameLast Name
Best Email*
example@example.com
Best Phone Number for Project Updates*
Please enter a valid phone number.Format: (000) 000-0000.
I agreeI do not agree
Industry Type*
Business Address / Service Area (cities + radius)*
Business Hours (days + hours + time zone)*
Caller Experience Preference*
Top 3–6 Reasons People Call (in order)
Would you like callers routed to you live?*
If yes, which caller types? (e.g., emergencies, donors, walk-ins)
If you don't answer, what should happen?*
Would you like to ask quick questions before sending links or messages?*
Qualifying questions or intake forms (service type, urgency, etc.)
Disqualifiers that end or route the call differently
Booking link (Calendly/booking site)
Quote/Estimate Request Form Link
Intake Form Link
Pricing/Services Link
Website Link
Other Links to Text
Name to Appear in Texts (Business name, representative's name, etc).*
Opt-in Prompt before Texting Links*
Include Business Hours in Auto-Replies?*
Preferred SMS Tone*
Where should leads be logged?*
Google Sheets Link or Create New
Lead Fields to Capture (Name, phone, reason, service type, urgency, zip code, etc).
Using an existing phone number shown on your marketing?*
Keep, Forward, Port, or use a New Number*
Plan to text customers from this system?*
Message types (links only, follow-ups, reminders, etc.)
Important messages the system should say or avoid.
Who should receive notifications(if enabled)?*
Go-Live Date Goal*

MonthDayYear
Date
Should be Empty: