Customize Your Setup

Tell Us About Your Business

Complete this onboarding form so our team can tailor your funnel, calendar, automations, and AI Employee for your exact needs.

Smart Hub System Initial Setup Survey

Before You Begin

We will begin your initial setup as soon as this survey is submitted. To ensure a smooth and accurate configuration, please ensure you have all company details and brand assets ready.

Pro Tip: We recommend completing this in one sitting where you have zero interruptions and can allocate adequate time to provide thorough details.

Your Account Email *

Thank you for joining Smart Hub System!
Before we begin your SHS Initial Setup, we need the following:

Please complete this onboarding survey in its entirety.
The information you provide is essential for customizing your system to meet your business needs and ensuring a smooth setup process.

Note: We cannot begin your SHS Initial Setup until this form is fully completed. All questions on this form are required. If you don’t have an answer for a specific question, please type N/A in the field.

Smart Hub System Initial Set Up Includes:

Business profile setup
Brand Board set up
Website domain integration
Domain email setup
Phone number purchase & setup
Booking calendar setup
CRM Opportunity & Pipelines set up
Social media account integrations
Stripe account integration
1 Account admin & 1 account user setup

Thank you for your time and cooperation—we’re excited to get you up and running!

Business Profile Information

Business Logo *

The proposed size is 350px * 180px. No bigger than 2.5 MB

Friendly Business Name *

Legal Business Name *

Business Email *

Cannot end with @gmail, @yahoo, @hotmail, ect

Business Phone Number *

If you don't have one just type: N/A

Business Website *

If you don't have one just type: N/A

Business Niche: *

Be as specific as possible in less than 7 words

Address *

Business Physical Address *

City *

State/Province/Region *

Country *

Postal/Zip code *

Time Zone *

Platform Language *

The selected language will be used by the system as default

Outbound communication language for custom values *

This language is used for outbound communications for custom values

Business Type *

Business Industry *

Business Registration ID Type *

If previous answer is 'Other' please provide Business Registration Type *

Business Registration Number *

If your business is Not registered use N/A

Authorized Representative Info

Who will be the main point of contact for the person who is going to be managing this account. Usually the owner of the business, a marketing director, sales director, or manager.

First & Last Name *

Representative Email *

Job Position *

Phone Number (With Country Code) *

Description of your business and services: *

List of Admins/Management (full access) *

This will make sure we send them an invite to join the account

List of Users/Employees *

This will make sure we send them an invite to join the account

Please specify their roles based on the following *

Full access to all features and billing.

No Billing/Reporting

Only CRM access

Business Owner's Name *

Business Owner's Phone Number *

Brand Colors or Style Guide: *

Please include Color HEX Codes if you have them

Do you have a brand board or branding assets to share? (Upload here if yes) *

Launchpad Setup

Do you have a Website URL already? If yes, please provide the domain name: *

Do you need help purchasing a Website URL/domain? *

Yes

No

Do you have a domain-based email address (e.g., [email protected])? If yes, please list your domain email(s): *

Domain & Platform Permissions

To ensure a smooth and complete setup of your Smart Hub System account, please grant [email protected] access to the platforms or tools listed below wherever applicable. This helps us handle your setup securely and efficiently.

(If you do not have these set up yet, you can skip this section for now. We’ll revisit it during your onboarding call.) *

I will add [email protected] to my domain registrar (e.g., GoDaddy, Namecheap) for DNS and domain email setup

I will add [email protected] to my Google Workspace / Gmail admin console

I will add [email protected] to my Facebook Business Manager (for ad/lead integrations)

Skip for Now

I will add [email protected] to other platforms or tools (please specify below or type NA if not available) *

Phone System Setup

Would you like us to purchase and set up a business phone number? If Yes, Preferred Area Code (if any): *

Do you want call forwarding? If yes, to which number? *

Who will be using this number (name/role)? *

Social Media Account Access

To integrate your social media accounts into Smart Hub System, we will need your login information for the following platforms:

(If you do not wish to provide these credentials now, you can SKIP this section by putting "N/A" on each fields and we will discuss it during your onboarding call.)

Facebook username & password: *

Instagram username & password: *

YouTube username & password: *

TikTok username & password: *

LinkedIn username & password: *

Google Business Profile username & password: *

Can you get a CSV file of your clients/customers? *

Yes

No

Upload CSV file of all current clients/customers *

Can you get a CSV file of your leads? *

Yes

No

Upload CSV file of all leads *

Calendar & Booking Setup

Do you use an existing calendar tool (e.g., Google Calendar, Outlook)? *

Yes

No

Preferred appointment durations: *

Weekly Available Hours (Days & Times) for Booking: *

Appointment types (e.g., Discovery Call, Demo, Strategy Session): *

Buffer time between appointments: *

Days of Minimum scheduling notice? *

Days that we require users to book meetings at least this much time in advance

Calendar scheduling notice? (Days or Weeks) *

Set how far into the future bookings can be made from today’s date

Maximum bookings per day? *

Maximum number of meetings permitted per day on this calendar

Link to any existing scheduling tool (if applicable): *

Additional Notes: Let us know anything else that will help us set up your account. *

Briefly describe your business in 1–2 sentences. *

What is the price point of your main offer? *

Who is your ideal customer (describe demographics, role, or situation)? *

What are the top 3 problems your ideal customer struggles with? *

What transformation/result do they want most? *

What makes your business different (unique value or advantage)? *

What guarantees, bonuses, or special offers do you provide? *

Do you have a tagline, slogan, or short message you want included? *

Do you have customer testimonials, reviews, or case studies we can use? *

Do you have logos, certifications, or awards that should be featured? *

What is your main call-to-action? *

What should happen immediately after someone submits their info? *

What is your primary offer (product/service) you want to highlight in your funnel? *

Provide your business hours and contact info you’d like shown. *

What is your refund/cancellation or service guarantee policy? *

List your top 5 FAQs customers often ask. *

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Customize Your Setup

Tell Us About Your Business

Complete this onboarding form so our team can tailor your funnel, calendar, automations, and AI Employee for your exact needs.

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