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Operations Intake

CRM Core — $497/mo + $1,000 Setup

Let's Build Your Business Operating System

Complete this form at your own pace. For anything you're unsure about, leave it blank or share a general idea — we'll handle the rest.

✓ System plan ready within 1 business day

✓ Questions? Call (256) 588-8008

✓ No tech knowledge required from you

Bundle

Last step — complete this form to finish your bundle intake

What's included in your package

Business information

The basics we need to build and configure your system

Business name

Industry / trade

Owner / primary contact

Phone number

Email address

Business website

Primary city & state

Number of employees / team members

List all services you offerWe use this to build your pipelines and lead categories.

How do you prefer we contact you?

Text message

Phone call

Any works — whatever's easiest for you

Current operations setup

What you're working with right now — helps us understand what to build vs. migrate

Do you currently use a CRM or any customer tracking system?

No — nothing in place

Spreadsheet or notes

Google Sheets, Excel, notepad, etc.

Yes — a CRM or software tool

HubSpot, Salesforce, Jobber, ServiceTitan, etc.

What tool(s) do you use?

Are you happy with it, or looking to replace it?

Keep it — integrate if possible

Replace it — ready to switch

Not sure — open to recommendations

How do you currently communicate with customers? (check all that apply)

Phone calls

Text / SMS

Social media DMs

In person / on-site

What's your biggest operational headache right now? (optional)

CRM Core setup details

Help us configure your pipeline, tracking, and messaging hub from day one

What stages does a lead go through before becoming a customer?

Don't worry if you don't have this mapped out — we'll build a recommended flow for your industry.

How many team members will need access to the CRM?

What information do you most need to track about a lead or customer? (check all that apply)

Contact info & communication history

Lead source (where they came from)

Job or project details

Quotes / estimates sent

Follow-up reminders

Customer notes or special requests

Not sure — we'll go with what's recommended

Who should receive notifications when a new lead comes in?

Do you have a preferred phone number for the messaging hub?

Yes — use my existing business number

No — set up a new number for me

Not sure — let's discuss on the call

Business OS setup details

Help us build out your full business operating system — tasks, billing, team, and reporting

How do you currently manage projects and tasks?

Nothing formal — it's mostly in my head

Whiteboard or paper lists

Spreadsheets

A project management tool

Asana, Monday, Trello, ClickUp, etc.

How do you currently send estimates and invoices?

Manually — email, PDF, or printed

QuickBooks or accounting software

A trade-specific tool (Jobber, ServiceTitan, etc.)

I don't have a consistent process

What are your pipeline stages for a job or project? (optional)

Leave blank and we'll build a recommended pipeline for your industry.

Would you like a customer portal where clients can log in to view job status, invoices, or communications?

Yes — that would be very useful

No — we handle that internally

Not sure — tell me more on the call

What reports or numbers do you most want to track? (check all that apply)

Monthly revenue

Open estimates & close rate

Outstanding invoices

Jobs in progress vs. completed

Team workload / tasks assigned

Lead source tracking

Not sure — we'll set up what's recommended

How many team members need access, and are there different roles? (optional)

Scale Systems setup details

Help us build out your department workflows, KPIs, automations, and accountability systems

What departments or teams do you have?

What are the top KPIs or numbers you want to see every week?

Leave blank and we'll recommend standard KPIs for your industry.

What tasks or processes do you wish happened automatically?

Describe your current sales process from first contact to closed job

What does team accountability look like right now?

We have regular check-ins and tracking

It's informal — mostly verbal

We don't have a clear system

What's the biggest bottleneck slowing your business down right now? (optional)

Enterprise Infrastructure setup details

Help us scope your multi-team systems, custom reporting, and strategic infrastructure

How many locations, teams, or divisions does your business operate?

1 location — single operation, large team

2–5 locations or divisions

6 or more locations / divisions

List your locations or divisions

Do each operate independently or share staff and resources?

Each location runs independently

Shared staff and centralized management

Mix of both

What enterprise tools or platforms are currently in use? (optional)

Describe your most complex operational challenge or process that needs to be built into the system

What custom reports or dashboards does leadership need?

Leave blank and we'll identify the most valuable reports for your org during the strategy session.

What does success look like 12 months after implementation?

Who are the key decision-makers and stakeholders involved in this project? (optional)

Goals & priorities

What you're trying to achieve — helps us build around what matters most

What are your top priorities for this system? (check up to 3)

Stop losing leads and follow up faster

Get visibility into what the team is doing

Streamline billing and get paid faster

Reduce time spent on admin and manual tasks

Scale without adding more staff

Better reporting so I can make smarter decisions

Improve the customer experience end-to-end

Connect all my tools so nothing falls through the cracks

Is there a timeline or deadline driving this project? (optional)

Anything else we should know going into the discovery call? (optional)

Setup fee payment

How you'd like to handle the one-time setup investment

Pay in fullBest value

One payment — no extra fees, fastest project kickoff.

2-payment splitSmall fee applies

50% to start, 50% at launch — small processing fee applies.

Let's discussFlexible

We'll work out a plan that fits your situation on the call.

Interested in any additional services?

Check anything you'd like to discuss — no commitment, just lets us come prepared

Website Design

New website or redesign built to convert

Local SEO

Google rankings, map pack, and local visibility

Conversion & AI Automation

Missed call text back, AI booking, lead follow-up

Google Ads / Paid Search

Pay-per-click campaigns to drive immediate traffic

Social Media Management

Content, posting, and engagement

Reputation Management

Review generation, monitoring, and responses

Email / SMS Marketing

Newsletters, drip campaigns, and promotions

Web Maintenance

Updates, backups, security, and ongoing support

You're all set — let's get to work

Submit this form and we'll review it before your discovery call. The more detail you share, the more targeted our questions will be.

Questions? Call (256) 588-8008 or email hello@thewebleaders.com