Your Interactive Business Suite
Client Intake Form
Complete all sections and submit to hello@beabookedpro.com — we'll confirm your order within 24 hours.
Your Contact Information
How we reach you to confirm your order and deliver your build.
Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Format: (000) 000-0000.
Business Name
*
Your Industry / Niche (e.g. Roofing, Med Spa, Coach)
*
Current Website URL (if any)
What Are You Ordering?
Select your primary product. AI Funnel add-on can be selected below.
Primary Order:
*
Custom Interactive Tool Only - Starting at $197 (Standalone lead tool - calculator, quiz, or estimator)
Starter Suite - $497 (1 page + 1 tool + full feature set, 48-72hr delivery)
Pro Suite - $797 (Up to 3 pages + 2 tools + Google Sheet + more)
Premium Suite - $1,200 (Up to 5 pages + 3 tools + live chat + full features)
AI Educational Video Funnel Add-On:
No AI Funnel - just the Suite or Tool
Stock Avatar Funnel - +$597 (We pick avatar, write script, build funnel page)
Custom Twin Funnel - +$797 (Your photo + 60-sec voice memo = your AI twin)
If ordering Custom Twin, email your photo + voice recording to hello@beabookedpro.com after submitting.
Your Brand
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This is how we make your build look like YOU — not a template.
Primary Brand Color
*
Secondary Brand Color
Accent Color
Font Preference (circle one)
Elegant Serif (Playfair Display)
Clean Modern Sans-Serif
Bold & Impactful
Soft & Feminine
No Preference
Do you have a logo? (circle one)
Yes — I will email it to hello@beabookedpro.com
Yes — need help with format
No logo yet
Your Tagline or Brand Description
e.g. "Roofing Done Right" or "Where Business Meets Automation"
04 Your Business Details
Tell us what you do so we can write accurate, on-brand copy for your page.
What services or products do you offer? (include pricing if you want it shown)**
Who is your ideal customer?**
e.g. Homeowners in the Midwest dealing with storm damage, or women coaches making $50K-$200K who want to scale...
What is the biggest problem you solve for your customers?
Business Phone (for click-to-call)
Format: (000) 000-0000.
Business Address (for Google Maps embed)
05 Your Links & Social Media
We'll link these in your build so visitors can find and follow you everywhere.
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Tool Type (check all that apply): *
Rows
Instagram Handle
TikTok Handle
1
2
3
4
5
Additional Emails for Lead Routing (Premium Suite - separate with commas)
We'll send every lead submission to all emails listed here.
06 Your Interactive Lead Tool
What type of tool do you want built into your page? Not sure? We'll suggest the best fit.
Tool Type (check all that apply): *
*
Calculator / Estimator (Cost estimate, ROI, pricing tool)
Quiz / Finder (Which service fits me? Readiness quiz)
Assessment / Score (Growth score, health check, audit)
Not sure - suggest the best fit for my niche
Describe what you'd like the tool to do or any specific ideas
e.g. A roof replacement estimator where homeowners enter roof size, material type, and location and get an estimated price range...
Do you have a rate sheet or pricing guide to reference?
Yes - I will email it to hello@beabookedpro.com
No - use general industry estimates
Not applicable
What should the CTA button say?**
*
e.g. Book Your Free Inspection, Get My Free Estimate, Schedule a Discovery Call
Where should the CTA button link to?
e.g. your Calendly link, order form, or contact page URL
07 AI Educational Video Funnel Details
Complete ONLY if ordering the AI Funnel add-on. Leave blank otherwise.
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◆ Stock Avatar (+$597): We select avatar, write script, produce 5-10 min video, build funnel page. ◆ Custom Twin (+$797): Your photo + 60-sec voice memo = your face, your voice, your Al twin. Email both to hello@beabookedpro.com.
What educational topic do you want your Al video to cover?
Key talking points to cover in the video (optional)
What should the CTA button say after the video?
If ordering Custom Twin — voice recording plan:
I will email my 60-sec voice recording to hello@beabookedpro.com
I need instructions on how to record it
Voice memo on your phone works perfectly - just talk naturally for 60 seconds. Send as MP3 or M4A.
Anything Else?
Final details to help us build exactly what you need.
Inspiration websites whose look or feel you love (optional)
Paste URLs or describe the vibe — we'll use these as style references.
Your Domain Name (if you have one)
How Did You Find Us?
How Did You Find Us? (circle one)
TikTok
Instagram
Referral
Google
Beacons
Other
Additional notes, must-haves, or anything else we should know
Client Signature:
Date:
Submit completed form to hello@beabookedpro.com - Email logo, rate sheet, and voice recording separately - beabookedpro.com
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