WFA · WORKFLOW AUTOMATIONS

Client Onboarding

Takes about 4 minutes. Gives us everything we need to build your system.

Business

Setup

Branding

Access

Confirm

Tell us about your business

Basic info so we can tailor your system from day one.

First Name *

Required

Last Name *

Required

Business Name *

Required

Industry *

Please select an industry

Business Email *

Enter a valid email

Phone *

Required

How do leads find you?

This shapes how we build your capture form and pipeline stages.

Primary Lead Sources

Website Contact FormVisitors fill out a form on your site

Social Media DMsInstagram, Facebook, LinkedIn

ReferralsWord of mouth from existing clients

Google / MapsSearch and Google Business Profile

Paid AdsFacebook, Google, or other campaigns

Cold OutreachYou reach out first

Sales Process *

Please select a process

Booking Tool

Calendly (free)

Calendly (paid)

Acuity

None yet

Brand & messaging

We'll use this to write your email sequence and style your form.

Website URL

Leave blank if you don't have one.

Brand Colors

Brand Tone *

Professional & formal

Friendly & conversational

Bold & direct

Warm & personal

Please select a tone

Main Offer / Service

Problem You Solve

Access & accounts

All credentials are deleted after delivery.

Gmail for Automation *

Automated emails send from this address.

Required

Google Sheet CRM

Yes — share it

Create one for me

Notification Preference

Email only

SMS only

Both

Email is fine

Custom Form Fields

Standard fields included by default.

Final details

Almost done.

Package Selected *

One-Time — $750

Retainer — $750 + $149/mo

Please select a package

Preferred Call Time

Anything else?

I confirm this information is accurate and I'm ready to get started.

Step 1 of 5

✓

You're locked in.

We've received your onboarding info. Expect a calendar invite within 1 business day.

Check your emailConfirmation is on its way.

Kickoff call scheduledCalendly link within 1 business day.

System live in 5 daysFrom kickoff to go-live — that's our commitment.