AI System Setup - Customer Intake

1

Basic Business Information

This information will be used to set up your GoHighLevel account

Business/Company Name *

If you don't have a business name, use your full name + your industry

Your Full Name *

Email Address *

This will become your GoHighLevel login email

Phone Number *

Format: +1XXXXXXXXXX

2

Business Location

Required for GoHighLevel compliance (can be home address if no business address)

Business Address *

City *

State *

ZIP Code *

3

Time Zone

Important for scheduling workflows and timestamps

Time Zone *

4

SMS Phone Number Setup

Choose how you want to handle SMS messaging for leads

Option A: New GHL Number Recommended

✅ GHL provides a local number for $0/month
✅ Professional dedicated line for texting leads
✅ Keeps personal number separate
✅ Ready immediately

Option B: Port Existing Number

⚠️ Takes 7-10 business days
⚠️ $25 porting fee
⚠️ Need: Current carrier, account number, PIN
✅ Keep your existing business number

5

Alert & Notification Settings

How should we notify you when hot leads come in?

Personal Phone for HOT Lead Alerts *

We'll text you immediately when a high-priority lead comes in

Preferred Email for Alerts *

Best Time for Training Call

Optional: Branding Makes it look professional

Logo URL (if you have one)

Don't have a logo? That's fine, we'll use initials or skip it

Brand Colors (if any)

Website (if you have one)

Optional: Your Current Process Helps us customize

How do you currently track leads?

Do you have email templates for offers?

Yes No

Do you have a website or landing pages?

Yes No

Let's Get Your AI System Set Up

You'll need:

Basic Business Information

Business Location

Time Zone

SMS Phone Number Setup

Porting Information

Alert & Notification Settings

Optional: Branding Makes it look professional

Optional: Your Current Process Helps us customize

You'll need:

Basic Business Information

Business Location

Time Zone

SMS Phone Number Setup

Porting Information

Alert & Notification Settings

Optional: Branding Makes it look professional

Optional: Your Current Process Helps us customize

Setup Complete!

What happens next: