Client Setup Form — Alliance AI Growth Systems

Business Info

Branding

Services

Offers

Photos

Links & Social

Review

Step 1 of 7

Business Information

The core details about your business. This populates your website, footer, contact forms, and SMS messages automatically.

Business Details

Business Legal Name Exactly as registered — used in legal documents and A2P registration

Doing Business As (DBA) The name customers see — shown on website and signage

Owner / Contact Name

Industry / Business Type

Years in Business

Number of Employees

Contact Information

Primary Phone Number Shown on website, used for click-to-call button

Secondary / After-Hours Phone

Business Email

Website (if existing)

Business Address

License Number (if applicable)

Service Area

Primary City

Full Service Area Description List all cities you serve — shown in the service area section and footer

Business Hours

Business Description

One-Sentence Business Description Keep under 15 words — used as your hero tagline

Extended Business Description (2–3 sentences) Used in your About section and Google Business Profile

Emergency Service Available?

✓ Yes — 24/7 Emergency Business Hours Only No Emergency Service

Step 1 of 7 — Business Information

Step 2 of 7

Branding & Colors

Upload your logo and choose your brand colors. These control every color on your website — buttons, headers, accents, and more.

Logo Upload

Drop your logo here or click to browse

Primary logo used on website header, footer, and all materials

PNG SVG JPG PDF AI

Brand Colors

These 4 values control every color on your website. Pick your primary brand color and accent color — we handle the rest.

Primary Color (backgrounds, nav)

Dark Variant (hover states)

Accent Color (buttons, CTAs)

Accent Dark (button hover)

Quick Presets

Typography Preference

Heading Style

Bold & Condensed (current) Clean & Modern Classic Serif Match my existing brand

Additional Brand Notes

Step 2 of 7 — Branding

Step 3 of 7

Your Services

List every service you offer. We'll build a service card for each one with an icon, name, and description.

Services You Offer

Add each service with a name and short description (1–2 sentences max). Tip: 6–8 services is the sweet spot for a website.

What Makes You Different

Trust Badge / Certification #1

Trust Badge / Certification #2

Trust Badge / Certification #3

Trust Badge / Certification #4

Unique Value Proposition

Step 3 of 7 — Services

Step 4 of 7

Offers & Pricing

Your 3 hero offers — the deals that get someone to call today. Each goes in a prominent section on your website.

Your 3 Featured Offers

These appear in your banner offer section and are the primary calls-to-action on your site. Think: introductory deal, seasonal promotion, or your signature package.

OFFER 1

Offer Headline

Subheadline / Savings

Description (1–2 sentences)

Type

OFFER 2

Offer Headline

Subheadline / Savings

Description

Type

OFFER 3

Offer Headline

Subheadline

Description

Type

Pricing & Plans (optional)

If you have maintenance plans, service packages, or standard pricing — add it here. If you prefer to quote individually, skip this section.

Plan / Package Name 1

Price

What's Included (brief)

Plan / Package Name 2

Price

What's Included (brief)

Plan / Package Name 3

Price

What's Included (brief)

Step 4 of 7 — Offers

Step 5 of 7

Photos & Visuals

Real photos of your team and work are the #1 trust builder. Upload what you have — we'll place them in the right spots. Don't have photos yet? We'll use professional illustrations until you do.

Hero / Main Photo

Best: a technician on the job, your team in uniform, or a finished project. This is the first image visitors see.

Upload hero photo(s)

Landscape orientation works best · minimum 1200px wide

JPGPNGWEBP

Team Photos

Individual or group shots of your team. Uniforms, smiling, on the job. These go in your "Our Team" section.

Upload team photos

Upload as many as you have — we'll choose the best placement

JPGPNG

Service Truck / Van / Equipment

Upload vehicle / equipment photos

Service trucks, vans, equipment, job site photos

JPGPNG

Before & After / Completed Work

Upload before/after or completed job photos

Installations, repairs, completed projects — shows quality of work

JPGPNG

Photo Notes

Anything we should know about your photos?

Do you have any video content?

Yes — YouTube / Instagram No video yet Getting some soon

Step 5 of 7 — Photos

Step 6 of 7

Links & Social Profiles

These connect your website to your online presence — booking, reviews, and social media.

Critical Links (required for launch)

Booking / Appointment Link Goes on every "Book Now" button on the site — use your GHL calendar link

Google Review Link Get this from Google Business Profile → Get more reviews → Copy link

Google Maps Embed URL Google Maps → Share → Embed a map → Copy the src URL inside the iframe

Financing Partner Link (if applicable)

Social Media Profiles

Facebook Page URL

Instagram Profile URL

LinkedIn URL

YouTube Channel URL

Yelp Profile URL

Nextdoor Profile (if any)

Customer Testimonials

Paste 3 of your best Google reviews here. We'll add them to your website. Include the customer's first name and city.

Review 1

Review 2

Review 3

Additional Notes for Your Website Build

Anything else we should know?

Competitor websites you like (for reference)

Target launch date (if any)

Step 6 of 7 — Links & Social

Step 7 of 7

Review & Submit

Double-check your key details before submitting. Once submitted, our team will start building your website within 2 business days.

Summary of Your Information

Business

Business Name—

DBA / Brand Name—

Owner Name—

Industry—

Phone—

Email—

Address—

License #—

Main City—

Service Area—

Years in Business—

Tagline—

Key Links

Booking Link—

Google Review Link—

What Happens After You Submit

Within 24 hours — Nick reviews your submission and reaches out to confirm receipt and clarify any details

Within 48 hours — Build begins. Your website template is customized with your brand colors, logo, services, and content

Within 5–7 days — Preview link sent for your review and approval before going live

Launch day — Site goes live. GHL automations activated. You start getting leads

Step 7 of 7 — Final Review

You're all set!

Your setup form has been submitted to Alliance AI Growth Systems. Nick will be in touch within 24 hours to confirm receipt and get your build started.

Check your emailConfirmation sent to the address you provided

Watch for a call or textNick will reach out within 24 hours

Get your preview linkYour site preview delivered in 5–7 days