AI Elite Services

First Call System — Business Setup Intake

Fill this out completely. Every field powers your automation.

First Call System

Done-for-you lead automation

Ready for review within 48 hours

Step 1 of 8 Business Identity

⚠ Important — Read Before You Start

This form is the only way to provide your setup information. Everything you submit goes directly into your automated system. If a field is left blank or incorrect, that feature cannot be built. Take your time — there are 8 short steps.

Step 1 · Business Identity

Your Full Name *

Please enter your name.

Your Title / Role

Business Name *

Business name is required.

Business Tagline

Business Phone *

Phone number is required.

Owner Cell Phone

Business Email *

Valid email is required.

Years in Business

License Number(s)

Certifications / Awards

Step 2 · Website & Branded Card URL

Business Website URL

Leave blank if you don't have a website yet. Do not enter "N/A" or "coming soon."

Invalid URL. Enter a real domain like yourbusiness.com or leave blank.

Your Branded Card URL (preview)

https://aieliteservices.com/connect/—

This is the shareable link your customers will use to find you. It's generated from your website domain or business name.

Business Address

What type of business address do you have? *

Please select an address type.

Street Address Line 1

Street Address Line 2

City *

State *

ZIP

Directions / Map Link

Country

Service Area Description *

Describe the area you serve. This will appear on your digital card.

Do you want your address shown on your digital card? *

Yes, show full address

Street, city, state, ZIP will appear on your card with a map/directions button

Show city and state only

Your city and state appear without a street address

Show service area description only

Show your service coverage area without any street address

Hide address — don't show on card

No location info shown. Recommended for home-based businesses.

Not sure — hide for now

We'll hide the address and you can update it later

Step 4 · Reviews & Online Presence

Google Business Profile

Google Review Link *

Go to your Google Business Profile → Get more reviews → copy the link. This is required for your digital card review button.

Please enter your Google review link.

Business Name on Google

Current # of Google Reviews

Social & Other Profiles

Leave blank if not applicable. These appear as buttons on your digital card.

Facebook

Instagram

YouTube

TikTok

Yelp

Step 5 · Business Hours & Lead Handling

Business Hours

These appear on your card and control automated responses. Enter "Closed" for days off.

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Emergency / after-hours service?

Lead Handling & Missed-Call Setup

How fast do you respond to new leads? *

Please select your response time.

Preferred contact method from leads

Missed-call auto-text: do you want an automatic text sent when you miss a call?

Yes — send auto-text No

Anything else about how you handle incoming leads?

Step 6 · Estimate Process & Branding

Estimate Follow-Up

How quickly do you send estimates?

Estimate format

How often do you follow up after sending an estimate?

How do clients typically book you?

Branding & Visual Identity

Primary Brand Color

Accent / Secondary Color

Logo URL

PNG or SVG preferred. Share a direct link to your logo file. If none, a text-based card will be generated.

Preferred Message Tone

Step 7 · Display Preferences & Package Info

What should appear on your digital card?

Show business hours on card

Your weekly hours appear in a hours section

Show "Available 24/7" or emergency badge on card

Only appears if you have emergency service enabled

Show service area / coverage on card

Shows the cities/areas you serve

Show certifications / badges on card

License numbers, BBB rating, IICRC, etc.

Package & System Notes

Your Package Plan

Do you currently use a CRM?

How did you hear about us?

Intake form version

Additional Notes for Your Build

Step 8 · Review & Submit

Review Your Submission

Your Branded Card URL

https://aieliteservices.com/connect/—

This link will be created after we process your intake. Share it with customers once live.

I confirm that all information provided is accurate and complete. I understand my system will be built using only the details on this form. Incomplete or incorrect information may delay or limit my build. I agree to the Terms of Service.

Check the agreement box above to enable submission.

AI Elite Services · Questions? Text 877-228-6009

Business Readiness Analysis

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