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Note fields that start with "*" have automations tied to them (do not delete)

Full Name

Organization

Email *

Phone *

* How are we getting your customers into GHL?

Website Contact Form/Survey?

Funnel Page? (PL Created)

Website AI Chat?

Website SMS Chat Widget?

Social Media Integration?

* Notes about how we get leads in.

* Do you have a webs guy? Are we adding things?

PL Add things

Web Guy Add things

Customers Website

* Do you have Brand Package for us to use?

Yes

I want one from Pixel Local

Do you have access to your website/domain registrar?

* Where can we pull design inspirations from (for funnels/Emails)?

Using Telephony (sms or phone calls)? *

yes

Are we porting?

Yes - https://pixellocal.com/port-your-number/

no (new number)

Forward calls OR VoiceAI?

Auto SMS Options

Missed Call Text back

Make it official: Add our Contact Card

Other

Auto SMS Notes

Talk About Sales Process > Fathom AI Timestamp

Short notes about Sales Process

Payment Processing Needed? (Invoicing/accepting payments)

Yes - Already Have Company

Yes - Need a Company (auth.net NMI, etc)

IF YES Provide Contact details of company/person

Will they be using any of the following that will require a dedicated Email Sending Domain?

Proposals (e-Signatures / Docu-sign)

Quotes / Estimates

Invoicing (with recurring payments)

Email Campaigns / Drip Campaigns

System Notices / Blasts

Purchase Domain: Go to Settings > Domains

Are you interested in any of the following?

DBR Campaign / market to your existing customers? (coupon / special deal / havent seen you in a while reminders))

Google / FB / Yelp Review Campaign Blast (existing customers)

High Speed Wordpress Hosting & Management

Google Business Listing with Location Mapping

Social Media Management

Full SEO Web Presence Enhancements

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Empowering Local Businesses in the Digital Age

Get In Touch

CONTACT

11495 FM 830 Suite J

Willis TX, 77318

[email protected]

936-256-2400

QUICK LINKS

Book A Discovery Call

Plans and Pricing

Watch the Demo

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812 W Dallas St Ste 90, Conroe, TX 77301, USA

Empowering Local Businesses in the Digital Age

Get In Touch

CONTACT

11495 FM 830 Suite J

Willis TX, 77318

[email protected]

936-256-2400

QUICK LINKS

Book A Discovery Call

Plans and Pricing

Watch the Demo

SOCIALS

Facebook

Instagram

Empowering Local Businesses in the Digital Age

CONTACT

11495 FM 830 Suite J

Willis TX, 77318

936-256-2400

QUICK LINKS

SOCIALS

GOOGLE MAP

Copyright © 2025 All Rights Reserved.

Empowering Local Businesses in the Digital Age

CONTACT

11495 FM 830 Suite J

Willis TX, 77318

936-256-2400

QUICK LINKS

SOCIALS

GOOGLE MAP

Copyright © 2025 All Rights Reserved.