Step 1 / 3Business & Contact

Business & Contact

Your business details, Google Business Profile, and CRM setup.

Business name *

Legal Business Name *

Services Required *

Select all the services you need — you can choose more than one.

Primary contact name

Contact email

Contact phone *

Website URL

Do you already have a Google Business Profile? If yes, paste the URL.

Physical business address (or service area)

Service area cities / ZIP codes

Public phone number

Business hours (Mon–Sun)

Primary & secondary categories

Services to list

Google account email that owns/will own the profile

CRM account name

The business or brand name that should appear inside your CRM workspace.

Timezone

Business niche / industry

Team members to invite (name + email + role)

Dedicated number (port existing or provision new?)

Sending email address (and domain to authenticate)

Existing client list for SMS (if applicable)?

Upload a CSV of existing clients (optional)

Integrations needed (Stripe, GBP, FB, IG, etc.)

Tax ID / EIN

Domain Login Access

Review Links

Social Media Profile Links