You're officially in — and your new system is this close to being live. Before we flip the switch, we just need a few quick details from you.
🎯 This form helps us set everything up exactly the way you need it — no fluff, no tech headaches, just streamlined marketing magic.
It only takes a few minutes to complete, and once you're done, we'll have your SmartWebsite™ platform up and running in no time at all.
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📝 Tell Us a Bit About Your Business
In this section, we’ll gather a few key details to personalize your SmartWebsite™ system — including your friendly business name (what your clients know you as), your primary business phone, email, and physical address. IMPORTANT: The address MUST match what is on your EIN letter.
These help us set up your account the right way, configure your communication tools, and make sure everything looks and feels like your brand from day one.
🧾 Official Business Details
We’ll use this section to collect your core legal business information — and yes, it’s required.
Here’s what we’ll ask for:
Legal Business Name (exactly as it appears on your EIN letter)
Business Type (LLC, Corporation, Sole Proprietor, etc.)
Business Registration ID Type (for U.S.-based businesses, this will be an EIN)
Business Registration Number (your EIN in this format: XX-XXXXXXX)
🔐 Why we need this:
This information is required to register your new phone number with U.S. mobile carriers so you can send verified, fully compliant text messages from your new SmartWebsite™. It helps ensure your messages are delivered reliably — and keeps your number protected from spam filtering.
🛡️ Verify Your Business Phone Preferences
Tell us if there is specific area code you would like to use (please provide up to 3 different area codes) or if there are specific ending numbers, or if you are looking for a toll free number.
🌐 Get Your Professional Domain + Branded Email
Your domain is the foundation of a polished, trustworthy online presence — and it’s what powers your custom business email and website.
We’ll handle all the technical setup behind the scenes so your brand looks buttoned-up and legit from the start — and your emails land in inboxes, not spam folders.
Just drop in your domain (or let us help you grab one), and we’ll take it from there.
🌐 Enter Your Domain Name
We’ll use your domain to set up everything from your professional email to sales funnels, websites, and payment processing — all under one clean, trusted brand.
If you already have DNS or hosting access, let us know — that helps us configure everything to work seamlessly with your current setup.
No stress — we’ll handle the heavy lifting either way.
👥 Who Manages Your Domain?
Let us know who handles your domain or DNS — whether it’s you, your web person, or your IT team.
We’ll coordinate directly with them to make sure your email, funnels, website, and payment tools are set up properly — without disrupting anything that’s already live. Smooth setup, no surprises.
🔐 Hosting Access Needed for Setup
To fully configure your email, sales funnels, website, payment links, and invoices, we’ll need access to your hosting account.
You can either:
Share login credentials, or
Create a limited-access user (most hosting providers offer this as a secure option)
We’ll only use access for setup — and we’ll treat your info with the same care we treat our own.
✅ No Worries — We’ll Handle the Tech
Our team will coordinate directly with your domain manager to set up the necessary DNS records.
You won’t have to lift a finger — we’ll take care of all the technical details to ensure your SmartWebsite™ system integrates smoothly without affecting your existing website, email, or anything else already running. You’re in good hands. 👌
🌐 We’ll Secure Your Perfect Domain
Don’t have a domain yet? No problem — we’ll grab a professional domain that matches your brand and set up your full SmartWebsite™ system, including:
Business email
Sales funnels
Website
Payment processing
Just give us a few domain name options in case your top choice isn’t available.
✅ We handle everything for you — just a small $50 annual fee, billed to your account. Simple. Branded. Done right.
🎨 Upload Your Branding Assets
Let’s make your SmartWebsite™ system look as good as it performs.
Upload your logo and any website or marketing images you’d like us to use across your:
Emails
Invoices
Customer communications
🖼️ Don’t have a logo? No problem — just select:
“No, I don’t — and I need one!”
Our team can create a clean, professional logo for a one-time $50 design fee, billed to your account.
🎨 Pick Your Brand Colors
Let’s make your brand look as sharp as it performs.
Use Coolors Trending Palettes to explore fresh, modern color combos — then choose three colors that capture your brand’s personality:
Primary – Your main brand color (think: logo, headers, key elements)
Secondary – A supportive tone for contrast and balance
Accent – Something bold for buttons, links, and highlights
Need help?
🎯 If you don’t have brand colors yet, use this link to explore options and grab HEX codes: Coolors Trending Palettes
🔤 Choose Your Fonts
Fonts do more than display words — they show off your brand’s personality.
Whether you're going for modern, bold, elegant, or playful, let’s pick fonts that speak your language.
🎯 Head over to Google Fonts and explore some options. You’ll want to choose:
One Primary Font – for headlines and titles
One Secondary Font – for paragraph text and content
Stick to something clean and web-friendly. If you’re unsure what pairs well, no stress — just pick your favorite for titles, and we’ll handle the rest.
👇 Drop your font choices below, and we’ll bring them to life across your entire SmartWebsite™ system.
🔗 Connect Your Existing Tools
Let’s bring it all together. By linking your current software and importing your contacts, we’ll turn your SmartWebsite™ into a central hub for your entire business.
No more jumping between platforms or losing track of data — everything syncs, talks to each other, and works seamlessly under one roof.
Just let us know what tools you’re already using — we’ll handle the heavy lifting.
What other tools/software do you currently use that need integration with your SmartWebsite™?
🎁 Promote Your Special Offers
Got a deal, discount, or promotion you’d like to spotlight? Let’s make sure your customers see it loud and clear.
We’ll feature your special offers on your website and carry them into your marketing — so every visitor and lead knows exactly why they should take action now. Whether it’s a seasonal sale, a limited-time discount, or a bonus for new customers, we’ll help you get the word out.
Simply drop your current offer below, and we’ll make sure it gets built right into your site and campaigns.
🤖 AI Agent Design
🚀 Accelerate Your Growth with Add-On Services
Your SmartWebsite™ system is just the beginning.
We offer a range of specialized services designed to boost your online presence, attract more leads, and help you scale faster — all backed by the same smart systems and strategy.
Let us know what extra support would make the biggest impact for your business — and we’ll build a plan to get you there.
✅ You’re All Set — Thanks for Completing Your Onboarding!
We’ve received your information and our team is already getting to work building your SmartWebsite™ system exactly how you specified.
You’ll receive a confirmation shortly with next steps, including details for your scheduled implementation call.
🚀 What Happens Next:
We review your submission to ensure everything is complete
Your signature ClientCapturePro system gets configured based on your selections
Your live onboarding call is offered immediately when setup completed
We’ll walk you through your new system, answer any questions, and make sure everything is ready to go.
Thanks again — your smarter marketing system is officially in motion! 🙌