Licensed BSS Install Intake

1. Client Information

Business Name

Owner / Decision Maker

Email

Phone

Website

Industry / Niche

2. Install Readiness Check

Client understands this is a full infrastructure build, not just advice Client has offers/services ready or is willing to build them Client can provide business info, FAQs, sales process, and customer objections Client has access to website/funnel/email/SMS tools or will create them Client is willing to approve copy, pages, automation, and campaigns quickly Client has budget for software/tools such as Systeme.io, Twilio, Meta ads, etc.

3. Custom Licensed BSS GPT Intake

What should the GPT help the business do?

Notes for GPT build

4. Knowledge Base Build

Missing knowledge base items

5. Funnel Installation

Primary funnel goal

Example: Capture leads, book calls, sell low-ticket offer, onboard buyers, reactivate old leads.

6. Automation Systems

Automation notes

7. Retargeting System — “Hammer Them” Layer

Meta Business Manager access Pixel installed or needs installed Custom audiences created Reminder ad copy Testimonial ad copy Retargeting budget confirmed

Retargeting message angle

8. Backend Offer System

Membership opportunity VIP plan opportunity Continuity revenue opportunity Recurring service structure Referral system Upsell/cross-sell offer

Best backend revenue idea

9. Final Installation Recommendation

Recommended Install Package

Licensed BSS Install — $__________

Why this install makes sense

30-Day Buildout Priorities

Week 1: Week 2: Week 3: Week 4:

10. Client Approval

Client Name

Date

Approval Notes

Licensed BSS Install Intake Form

Offer #4 — Licensed BSS Install