Business Profile

Full Name *

Email *

Business Name *

Business Industry/Niche

School
Real Estate
Insurance
Restaurant
E-commerce
Others
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Business Address

Business Website

Briefly describe your business and industry:

Preferred Domain Name

Setup Goals & Objectives

What is your primary goal for using the system? *

Lead Generation

Email Marketing Automation

Client Booking & Scheduling

Online Payments & Invoicing

Contact Management

Membership or Online Courses

Reputation Management (Reviews)

Staff or Team Dashboard

Others

Who is your target audience or ideal customer? *

What services or products do you offer? *

Do you have an existing client list or contacts you want uploaded? *

Yes

If yes, please upload or share the file:

Branding & Content

Do you have a logo and brand colors? *

Yes

If yes, please upload them here

Upload any sample photos or content you want included (optional):

Do you have a preferred tone or style for your content? *

Professional

Friendly/Casual

Creative/Modern

Educational

Type an Option

Corporate

System Features (Detailed)

Please select all features you want us to prioritize, and provide details where needed.

✅ Website / Landing Page

I need a landing page or website *

Yes

What is your main purpose? *

Do you have an existing domain? *

Yes

What sections do you want? *

Home

About

Services / Products

Contact Form

Testimonials / Reviews

Gallery

FAQ

Blog

✅ Email Automation (Newsletters, Drips)

I want automated email marketing *

Yes

Do you want us to set up: *

Welcome Email

Inquiry Follow-up

Abandoned Cart (for e-commerce)

Client Nurture Sequence

Newsletter Broadcast Template

Welcome Email Inquiry Follow-up Abandoned Cart (for e-commerce) Special Offer Campaigns

Do you already have email content or need help writing it? *

Yes, I have content

No, I need help writing it

✅ CRM / Sales Pipeline

I want to manage leads and deals *

Yes

Do you have an existing lead list to import? *

Yes

How do you currently collect leads? *

Facebook

Website

Manual entry

✅ Online Booking / Calendar System

I need an online booking system *

Yes

What type of booking applies to your business?

One-on-one appointments

Group classes/events

Staff calendar (assign to different users)

Resource booking (equipment, space, etc.)

How many calendars do you need set up?

Do you offer different services with different time slots? *

Yes

If yes, please list them:

✅ Invoicing / Estimates

I want to send invoices or quotes to clients *

Yes

Do you charge fixed prices or variable/custom quotes?

Fixed price

Custom per client

Will you accept online payments through the system?

Yes

Do you want VAT/tax fields included in invoices?

Yes

✅ Contract / Document Sending

I want to send documents or contracts for signing

Yes

Do you already have your contract template(s)?

Yes, I’ll upload them

No, I need help

Should it include e-signature fields?

Yes

✅ Membership / Client Portal Setup

I want to offer a members-only area or dashboard

Yes

What content should be available to members?

Lessons / Videos

Downloadable files

Private booking

Payment access

Will you manage tiers (e.g. free vs paid members)?

Yes

✅ Affiliate Tracking / Referral System

I want an affiliate or referral system

Yes

What reward model do you want?

Will you track sales or just leads from referrals?

✅ Staff Logins / Multiple Users

I want multiple user accounts

Yes

How many users do you want to set up now?

What roles or restrictions should they have?

✅ Reports & Analytics

I want reports on system usage or sales

Yes

What KPIs do you want to track?

Number of leads

Sales/Revenue

Appointment bookings

Email open/click rate

Campaign performance

Weekly
Monthly
check manually
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✅ E-commerce Features (if applicable)

I am selling products or services online

Yes

Please upload your product list with:

Product Name

Description

Price

Stock/Availability

Variants (if any)

Do you want us to configure checkout & payment?

Yes

Do you offer delivery or pickup?

Delivery

Pick-up

Both

✅ Others

Please list any specific needs not listed above:

Access & Communication

Who will use the system?

Just me (1 user)

Me + staff (2–3 users)

Team (4+ users)

Email where we should send access and updates:

Preferred method of communication:

Email
Messenger
WhatsApp
Zoom
Viber
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Additional Notes

Is there anything else you'd like us to know or include in your setup?