Your Business

First Name *

Last Name *

Email *

Website *

How should your business name appear online? *

Business Address. This should be the address that clients see when they search for your business on Google, visit your website, or interact with you on social media platforms:

Address *

Street Address *

What is your physical address?

City

State

Postal code

What are your primary service areas? *

Preferred email address for business inquiries? *

To assist with setup and deploy SEO (if applicable), we’ll need administrative access to your website and domain registrar. Please provide credentials or instructions for granting access

Please open or save this link to grant access to your Meta and Google assets: https://app.admatic.io/#/connect/amcreative

Do you currently have a Privacy Policy and Terms of Service page on your website?

Enter your Tax ID number and the exact business name and address as filed with the IRS (for SMS A2P registration)

Please provide your business address as it is on your taxes with the EIN provided above

Business Type

Branding & Messaging

In a few sentences, please describe what sets your business apart from the competition.

Provide a brief overview of your services and history (optional but useful for content creation).

Please upload any logos, headshots or business photos

Do you have a current logo and brand guidelines (colors, fonts, imagery)?

Local Presence & Ideal Client / Marketing Focus

Who would you consider your perfect client — the type of customer you’d love to work with every day? Please describe their personality, needs, and what they value most when choosing a business like yours.

When your best clients describe why they chose your business (or why they stayed with you), what specific words or phrases do they tend to use? Are there any compliments or common themes you hear often?

When your potential clients search online for services like yours, what terms do you think they’d use? Please list a few examples (e.g., ‘home repairs near me’, ‘kitchen remodel Boston’

Understanding Your Customer’s Mindset

These help us match your messaging to what really matters to your ideal client.

What fears or frustrations do your customers have before they call you?

What do your happiest customers say about working with you?

If you could promise one thing to instantly ease a customer’s mind, what would it be?

Additional Information & Goals

Any Brand Story or Origin That Resonates with Customers?

Has there been any work on your marketing or website so far by you or another company?

What are your top goals for our work? (e.g., higher organic traffic, better local rankings, consistent quality content, more high-quality leads)

Who are your biggest 3 local competitors?

Which of the following AM Connect features or setups do you feel would bring the most value to your business?

Missed Call Text-Back — automatic SMS to missed calls asking how you can help (turned on by selecting)

Auto Review Responses — AI-generated thank-you replies to all 5★ reviews (trained on your business) (turned on by selecting)

Conversation AI — a custom SMS agent trained on your website and instructions

Voice AI Agent — a simple receptionist or fully trainable assistant to schedule consultations and answer FAQs

AM Connect as Marketing CRM — send converted leads into your primary CRM for sales/job management

AM Connect as Full CRM — manage everything from inquiry to booked job to closed job