Intake form

The intake form.

It captures only the structured facts. Nothing the call is better at. Nothing we can crawl ourselves. It lives in two places: business identity rides on the order form at checkout, and the rest is a short page right after they pay, while they are still in signup mode.

Where it lives

Section 1 · On the order form (checkout)

Captured during the purchase. We customize the order form to collect these, so they are done before they ever see the intake page.

Legal business name *

As registered (the order form's Company field)

DBA / brand name *

What customers know them as

Business address, phone, email *

The order form's name / address / contact fields

The quick intake page

Right after checkout: "Great, you're in. Fill out these few things." They fill as much as they can, then submitting it drops them on the thank-you video page, so it still feels like part of signup.

2. License & insurance

the vetting gate

License number(s) *

One per jurisdiction

Issuing state / jurisdiction *

State or city board

License type / class *

e.g. General B, Roofing C-39

License expiration *

MM / YYYY

General liability carrier + coverage *

Carrier, coverage amount, expiration

Certificate of insurance

Upload (PDF or photo)

Do we collect the certificate of insurance upload here, or just the details?

3. Service areas

Cities / counties served *

Where they are licensed and willing to work

Primary market

Where most work comes from today

4. Services offered

Check all that apply *

RemodelsKitchensBaths ADUsAdditionsRoofing Decks / outdoorNew build+ more

Primary service

What they most want leads for

5. Web & social presence

so we crawl before the call

Website URL

https://

Have you claimed your Google Business Profile? *

Yes / No

Facebook / Instagram / LinkedIn / YouTube / TikTok

Any they have

← The flow Next: the onboarding call →