Expanding Possibilities For A Better Tomorrow

We believe growth should create freedom, not complexity. This onboarding process is designed to lay a strong foundation by aligning strategy, systems, and execution, so your business can operate smoothly today while being positioned for smarter, more scalable growth in the future.

Client Onboarding

Intake Form

Welcome! We’re excited to help you automate and scale your business. This form will collect key details about your brand, goals, and systems so we can create a customized workflow for you.

All information is confidential and used solely to optimize your automation.

Click “Next” to get started.

Business Details

Business LLC Name

EIN

Full name (as listed with the state)

Business Address (as listed with the state)

Business Details

Website

Brief Description of Product/Service

What is your best-selling service/product?

Services You Offer (List all)

Point of Contact

Full Name

Position

Phone

Social Profiles

Instagram Handle

Facebook Page Link

TikTok/Other (Optional)

Ad Campaign Questionnaire

What is your primary goal?

Lead Generation

Website Traffic

Brand Awareness

Other

What product/service/offer will the ad promote?

Is there a special discount or promo?

What's the pricing, if applicable?

Ad Campaign Questionnaire

Age Range

Gender

Location

Interests/Behaviors

Ad Campaign Questionnaire

Are there any audiences you do not want to target? 65sgx

What is your monthly ad spend budget

Do you have ad creatives ready?

Yes

No, I need help

Do you have ad copy or headlines in mind?

Yes

No, I need help

Ad Campaign Questionnaire

Do you have a landing page or website we should direct traffic to?

Yes

No, I need help

What is your Business Manager ID

Do you already have

FB Business Manager

FB Ad Account

FB Pixel Installed

Verified Domain

Thank You!

Your information has been successfully submitted.
Our EliteBot team will review your responses and begin setting up your automation shortly.

We appreciate your trust in us to help streamline, optimize, and grow your business.

You’re officially on your way to smarter systems and better results.

Contact

info@elitebotsolutionscom