Empower Your Business

with Intelligent Automation

Empower Your Business with Intelligent Automation

Complete the setup below to activate your AI-Powered Growth Engine and start scaling smarter.

This form helps us connect your communication channels, build your funnels, and train your AI to qualify and follow up automatically.

✅ STEP 1 – Business Profile

(Business identity and contact details for system setup)

What is the name of your business or brand?
What industry best describes your business?
Enter your website URL
What is your main business phone number?
What is your main business email?
What is your business address? (No P.O. Box — street address only)
What location(s) do you serve?
What is your timezone?

✅ STEP 2 – BUSINESS IDENTITY

(Legal Information)

Required for A2P verification and compliance approval.

Legal Business Name (must match IRS records — no DBA names)
Business Type / Legal Entity
EIN / Federal Tax ID (EIN only – no SSN)
Is your legal business address the same as your business address?
Legal Business Address
State or Country of Business Registration (optional)
If no website, provide a Google Business, Yelp, LinkedIn, or Facebook Page link.

✅ STEP 3 – A2P COMPLIANCE VERIFICATION

This information is required to approve your business for SMS messaging compliance in the U.S.

ℹ️ TechBox will handle your A2P registration and compliance setup for you. Just complete the fields below and our team will take care of the full approval process, including your verified business number and landing page.

What type of services does your business provide?
Briefly describe what your business does. (for compliance review)
Customer support email
Customer support phone number
How does your business primarily sell its services?
Estimated monthly SMS volume
This helps us assign a local number that matches your city or region. If you’re unsure, leave blank and we’ll confirm it during onboarding.

✅ STEP 4 – CALENDAR SETUP & SCHEDULING PREFERENCES

📅 We’ll use this information to create your calendar inside TechBox, sync reminders, and set up your booking system correctly.

What would you like your booking link to be named?
What type of appointments will you offer?
Add buffer time between appointments
Select the days your business takes appointments
If you already have a personal Zoom or Google Meet link, please add it here

✅ STEP 5 – INTEGRATIONS & CONNECTIONS

⚙️ We’ll integrate your social media and CRM tools automatically. You’ll receive short video tutorials to connect your Google Business and Calendar accounts during your onboarding call.

Social Media Links (Optional)

These will be added to your landing page and auto-posting setup.
These will be added to your landing page and auto-posting setup.
These will be added to your landing page and auto-posting setup.
These will be added to your landing page and auto-posting setup.
These will be added to your landing page and auto-posting setup.
We’ll provide a quick tutorial if you need assistance connecting it.
Required for automatic post scheduling and review sharing.
Do you currently use any CRM or lead management system?

✅ STEP 6 – DATABASE REACTIVATION & REVIEW SYSTEM SETUP

🌟 TechBox Review System helps you collect more 5-star reviews through automated follow-ups, SMS, WhatsApp, and QR codes. Please complete the fields below so our team can prepare your setup.

We’ll activate your Review & AI Follow-Up system to help you generate more 5-star reviews automatically.

Do you already have a list of past customers or clients we can reactivate?
Include name, phone, and email columns if possible.
Recommended for restaurants and service businesses to protect your reputation.
We recommend enabling this feature to increase engagement and visibility.

✅ Once this information is submitted, our team will activate your TechBox Review System and connect it to your automations. You’ll receive a QR code and follow-up system ready for use within 7–10 business days.

✅ STEP 7 – LANDING PAGE SETUP & LEAD FUNNEL CONFIGURATION

💻 We’ll design your personalized landing page that includes your video, lead form, calendar, and AI chat widget. Please provide the details below to help us build your funnel.

Main Headline or Message

Example: “Powered by AI to simplify your qualification process.”

Contact Information for Page

Lead Magnet Option

Booking Calendar Integration

Video Introduction (Optional)

Brand Elements (Logo & Colors)

✅ Once this information is submitted, our team will design your funnel and AI chat widget. You’ll review and approve the final version during your onboarding call.

NEXT

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