Welcome and Congratulations 🎉

First off - Welcome to the Your Business family. We are thrilled to have you onboard and even more excited to have added yet another elite level company to our portfolio of success!

Program Initiation Form

Please set aside 10–15 minutes to complete this form carefully. If you do not have certain information right now, feel free to skip it, and we’ll cover it on your onboarding call.

Full Name

Email *

Business Name

Legal Business Name (Please enter your exact legal business name. Incorrect information may delay business verification and setup)

EIN Number: US businesses only. This may be required for business phone number verification (A2P 10DLC).

Business Address (Current)

Link To Your Current Website

Your “About Us” section (this should be 3-5 sentences about yourself and how you got started with the business (remember we are trying to build a personal brand around you) *Required*

What is your primary service area, and what surrounding cities, suburbs, counties, or neighborhoods do you serve? Be as SPECIFIC as possible! Please list no more than 14 locations.

Please list all services you offer, and be as specific as possible - *Required*

If You Do Have a Website, Do You Own The Domain?

Yes

Business Hours of Operation *Required*

Not Required: Do you offer any discounts, referral incentives, or return-customer promotions? Examples: $500 off your next roof, 15% off your next driveway wash.

What are a few key trust-builders or differentiators about your business that we should highlight on your website?

Instagram URL

Facebook Page URL

Do You Have A Google Business Page?

Public Business Phone Number This is the number we may display on your website and Google Business Profile.

Best Personal Phone Number: This will only be used for onboarding updates, appointment confirmations, and internal communication

Program Specifics

What are the top 3 challenges you’re facing right now that, if solved, would make this partnership a major win for your business?

What is your realistic goal revenue in 90 Days? This question is required.

What is your ideal/dream revenue goal within the next 12-24 months?

Do you have employees or team members who should be included in communication or training? If yes, please list their names and email addresses.

Business Content & Customer List

What are your brand colors?

Please Upload Your Company Logo Here - If you do not have one, leave this blank as we will create one for you

Please Upload All Company Content That You Have (Photos, Videos, Testimonials, Before/Afters Etc.)

These Will Be Used For Your Ads, Google Business Page, Website, etc.

Do you have a customer list, lead list, or CRM export of previous customers? If yes, please attach it or paste the link below.

Final Steps...

Do you primarily serve English-speaking customers, Spanish-speaking customers, or both?

BOTH

Just English

Predominantly Spanish

LUCID AUTOMATION Thank You!

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