Setup Onboarding Questionnaire

Select the survey that best matches your needs.
Whether you're launching a full-service white label sub-account, handling SEO or Ads, or going fully self-guided
—we're here to support your journey every step of the way.

Service Requester Details

Full Name *

Email *

Phone *

Preferred Contact Channel

For Faster Communication

Agency Information

Agency Name *

Website *

Account Manager Information

Account Manager Name *

Account Manager Email *

Account Manager Phone *

Account Manager Calendar/Zoom Link *

Service Selection

Which service would you like us to set up? *

WhiteLabel HighLevel Account Setup

Please Create an Agency Admin User with [email protected]

⌘ Click Here to Check Article How to Add or Manage User

Branding & WhiteLabel Skin

Primary Color (Hex)
Secondary Color (Hex)
Logo File URL
Support/Help Email
Support Hours/Timezone

Domain (WL portal + agency email)

Agency Portal Domain
DNS Host/Registrar
DNS Access Provided? (Yes/No)
DNS Login (optional, only if only have credentials)

Snapshot Provisioning

Which snapshots to load
Notes (customizations/exclusions)

Approvals

Who approves changes?
Critical escalation contact
Notes / Anything Else

Custom Integration / Automation Project

Please Give Access as Admin User with [email protected] [Any Tools Applicable]

⌘ Project Overview

Please provide a brief description of the project:

⌘ Project Objectives

What are the main objectives you wish to achieve through this project?

⌘ Project Key Deliverables

You must cover these following queries: 1. What are the specific outputs or results you expect from this project? 2. Preferred Expected Timeline:

⌘ Required Credentials

You must cover the following queries:

** If you already have some progress, on some software or services ongoing, help us with those necessary credentials.

** Make Sure to follow proper formatting before sending:

Login URL:

User Name / Email Address:

Password:

Necessary Credentials You Already Have for This Project:

⌘ Project Overview Loom

In this section, please provide a Loom video link that gives a concise overview of your project. This should include key objectives, expected outcomes, and any critical milestones. Use this visual format to clearly articulate the scope and scale of your project to ensure alignment and transparency.

Enter Project Overview Loom (if you dont have loom, you can provide any video recording of the project oversight):

What level of ongoing support do you need after project launch?:

Full technical support & system maintenance

Occasional troubleshooting & updates

No additional support needed, Setup Guide Loom only

Outbound Voice AI Setup

Please Give Access as Admin User with [email protected] [If Applicable]

Your Website for Crawling Data for AI:

Please Describe you expected setup:

AI Assistant Name:

Desired AI Accent:

Desired AI Language:

AI Objective:

Estimated Launching Timeline:

Opening Script/Greeting:

Key Questions to Ask Callers (In Order):

1
2
3
4
5

Information You Would Like to Extract to Your CRM(e.g , name,summary of conversation,phone number,email,company,specific needs,budget range,timeline):*

Offers/Promotions to Present

Closing Script/Next Steps:

When to Transfer to Human:

Live Transfer Number:

Disqualification Criteria (If person doesn't meet X, politely end call):*

Custom Knowledge Required Doc URL:

Support Materials [Loom Recording]:

Meta Ads Setup

Please Give Access as Admin User with [email protected]

Advertising Specifics

Ads Targeting:

Could you please provide more details about your company, such as its products/services and objectives?

What is your targeted audience or specific interests for the advertising campaign?

What is the age limit or age range for targeting in the ads?

Which location or state do you want to target with the ads?

What types of people do you want to avoid and what are the qualifications of a perfect client?

What conversions events should we send back to meta?

Campaign Duration:

How long do you plan to run your ad campaign?

Ads Account Access:

Could you give access to your Facebook Business Manager and Ads Account to [email protected]

If you're unsure how to do this, Please watch this tutorial.

Previous Ad Performance

Can you share data on the performance of any previous ad campaigns?
Do you have an existing business account on platforms like Facebook? if yes please input the business name and channel.

Targeting and Optimization

Effective targeting is crucial for campaign success.

Tell us about your retargeting needs, interest in lookalike audiences, and conversion tracking capabilities:

Are you interested in retargeting ads to people who have previously interacted with your brand?
Do you want to target lookalike audiences similar to your existing customers?
Do you have a conversion tracking setup (e.g., Facebook Pixel) for measuring ad performance?

Creative Elements

Here, we delve into the creative aspects of your campaign.

Tell us about your brand's visual style, any existing marketing materials, and creative assets that you'd like to incorporate into your ads:

Do you have a specific visual style or brand guidelines (colors, fonts, etc.)?
Can you provide existing marketing materials for reference? Do you have existing creative assets (images, videos, etc.) to be used in the ads?
Who are your main competitors?

Anything else you want to tell us?

No, I am Good

Other...

Please tell us briefly

Google Ads Setup

Granting Access to Google Ads Account:
Please add [email protected] as an Admin or Manager to your Google Ads account.

Do you have an existing Google Ads account? *

Yes

Please grant [email protected] Manager Access to your GMB and Domain Hosting.

Google Ads Access *

Yes

Upload a screenshot of GMB invite sent AND domain host invite sent below *

Competitors' Websites

Competitor 1 Website:
Competitor 2 Website:
Competitor 3 Website:

Do you have a list of target keywords?

If Yes, Please upload or paste below:

File Upload:

Please grant [email protected] Manager Access to your Google Analytics account and Domain Hosting.

Do you have a Google Analytics account for tracking conversions and performance?

Yes

What is the main objective for your Google Ads campaigns?

(E.g., Increase website traffic, Generate leads, Increase sales, Promote a product, etc.)

What products or services would you like to advertise through Google Ads?

What is the target audience for your Google Ads campaigns?

(E.g., Age, gender, interests, behaviors)

What geographic location do you want to target with Google Ads?

(City, state, country, or a specific region)

Do you have any budget constraints for your Google Ads campaign?

(E.g., Daily/Monthly Budget)

What is your campaign duration?

(E.g., Number of Days)

Brand Color

Logo (Upload)

Company Tagline or Slogan

Describe the types of clients and services you want to avoid

Top 3 Selling Services

If you’ve run Google Ads in the past, this will help us understand your previous results.

Have you run any Google Ads campaigns in the past?

Yes

If Yes: Please provide a brief summary of the previous campaigns’ performance.

Upload Campaign Performance

Social Posting Management

Please Give Access as Admin User with [email protected]

Social Media Goals

What are your goals for social media marketing?

(E.g., Brand awareness, community engagement, lead generation, product sales)

Content Preferences

Do you have a specific content theme or focus for this month?

(E.g., product highlights, customer testimonials, promotions, events)

Other:

Brand Tone & Voice

How would you describe your brand’s tone of voice?

(E.g., Professional, Casual, Fun, Friendly, Informative, Authoritative)

How many posts per week would you like?

(E.g., 2 posts/week, 3 posts/week, etc.)

Preferred posting times (if any)

Brand Guidelines

Do you have existing branding guidelines?

(If Yes, please upload them)

Visual Assets

Do you have images or videos you'd like us to use for the posts?

(If Yes, please upload them)

Copywriting Preferences

Do you have specific copy requirements or keywords for the posts?

(If Yes, please upload them)

Additional Creative Assets

Can you provide other marketing materials for reference?

(E.g., flyers, brochures, previous posts)

Social Media Platforms

Which platforms would you like to focus on?

Platform Access

Do you have access to these platforms?

Could you give access to [email protected] or share login credentials

Competitor Insights

Please list 2-3 competitors or industry leaders:

(These will help us analyze industry trends and competitive content)

Target Audience

Who is your target audience?

(Demographics, interests, age groups, etc.)

Top Competitors’ Social Media

Please provide URLs to your top competitors' social media profiles:

(E.g., competitor 1 Instagram, competitor 2 LinkedIn)

Content Calendar

Would you prefer to receive a content calendar for approval before posting each month?

Approval Process

Do you want to be the sole approver or would you like a designated person to approve the posts?

(Please specify if other person is responsible for approvals)

SEO Management

Location Information:

Address

Street Address

City

State

Country

Postal Code

Latitude & Longitude

Google Embedded Map (Optional)

This phase ensures we have all the necessary credentials and access to perform the SEO work.

Existing Search Atlas Credentials

Email
Password

Do you have list of target keywords? If Yes, Paste Here:

** If have your own HighLevel Agency, You will need your own SearchAtlas Account if you want to do AI Google Ads

Affiliate Link: https://dashboard.searchatlas.com/register?fpr=robert63
-----------------------------------------------------------------------------------------------------------------------------

** Please grant [email protected] Manager Access to your GMB & GSC and Domain Hosting.

Google Search Console (GSC) Access

Yes

Upload a screenshot of GMB or GSC invite sent AND domain host invite sent below *

You have to give access to [email protected]

CMS & Domain Hosting Access:

CMS Platform (e.g., WordPress, Shopify, Custom)

Email
Password

Website Admin URL

URL

Domain Hosting Access (If applicable)

Email
Password

Existing blog URLs (if any):

This phase helps us understand your competition to strategize better.

Your Competitors' Websites

OR File Upload:

Geographies for SEO Targeting (Cities, States, Countries)

List of Products/Services

Content Writing Preferences (For Monthly Blogs)

For clients needing ongoing content creation, this phase helps us tailor blog writing.

Language

English, Spanish, French etc.

Voice

Professional, Friendly, Conversational, etc.

Content Length

Short/Medium/Long

Writing Style

Formal/Informal, etc.

Act as Who?

E.g., Industry Expert, Advisor, etc.

Website Purpose

E-commerce, Service-oriented, Educational, etc.

Default Audience

Target Market, Age, Interests

Terms to Exclude

List terms that should not be used in AI-generated content

Business A2P Registration & Login Information

Provide key details about your company to help us understand your operational framework and strategic goals. This section includes information about your business type, industry, main products or services, and general company background.

A2P Registration Details

Company Name:
Legal Business Name:
DBA (if any)
Title / Position:
Business Type (LLC/Sole Prop/etc):
Business Email:
Company Website:
EIN (SSN if Sole Prop):
Business Address (must match EIN Letter):
Industry

Enter Requester Name: *

Enter Requester Email Address: *

Select Your Company Name:

If None of The List, Type Your Company Name:

Enter Issue in Detailed Here: *

Priority *

Please select the request type:

Support Loom Video URL

Put N/A if not available

Upload Screenshot / Related Files

JPG/PNG/JPEG/PDF/Doc/Docx etc.

IT Issued Contact Page URL

I agree to receive marketing texts and phone calls from Massmarket AI, which may be automated, use a pre-recorded or AI voice. Msg & data rates may apply. Msg freq varies. Reply STOP to opt out, HELP for help. Consent isn’t required to buy. See Terms & Privacy.

🔐 Privacy & Data Protection

We value your privacy and ensure that all submitted information is handled with strict confidentiality in accordance with data protection regulations.

📋 What Happens Next?

We’ll review your answers.
You’ll hear from us to discuss next steps.
We’ll begin setup/changes based on your selections.

Thank you for choosing Massmarket AI—let's innovate and grow together! 🚀

We will generate your campaign copies from this submission and send them to you within 1-2 days for confirmation. If you would like Rob to review your copy during your first meeting, it will deduct 4 hours from your time bank. Select 'Yes' below if you want to do that.

Yes, Sure

Nope, I will check the first version

Other...

Any other notes, concerns, or ideas you'd like us to know?

Thank you for taking the time to submit your request.

One of our IT team members will reach out to you shortly. If you don’t hear back within 24 hours, please follow up at [email protected].

NEXT: CALCULATE YOUR SERVICE NEEDS

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Calculate Setup Time & Features

Use our Service Calculator to estimate implementation time and costs for the features you'll need for your white label clients.

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Opens in a new tab • Helps you plan your services

Business Niche / Industry:
Target Marketing:
Give your AI agent a name:
AI Business Role:
Opening Offer: [ex. Are you looking for help with a roof replacement?]
Lead Qualifications or Special Instructions for AI:

Setup Onboarding Questionnaire

Service Requester Details

Agency Information

Account Manager Information

Service Selection

HighLevel AI Sub-Account Setup

WhiteLabel HighLevel Account Setup

Web Development

1: Business & Branding

2: Goals & Audience

3: Domain & Hosting

4: Website Features & Content

Custom Integration / Automation Project

Outbound Voice AI Setup

Meta Ads Setup

Advertising Specifics

Ads Account Access:

Targeting and Optimization

Creative Elements

Google Ads Setup

Social Posting Management

SEO Management

Business A2P Registration & Login Information

🔐 Privacy & Data Protection

📋 What Happens Next?

Calculate Setup Time & Features

Services Offered:
Office Hours: