Client Onboarding — Empire OS

Your answers here build your GoHighLevel system, funnels, automations, and paid campaigns. The more detail you give, the faster and sharper we build. Everything you enter goes straight to your build team.

Your business

Why this matters

Your identity flows into your CRM, your landing page, your domain, and your SMS registration. Exact answers here save days on setup.

Legal business name*

DBA / brand nameWhat your marketing shows. Skip if same as legal.

Business email*Use the same email you paid with, that's how we match your account.

Website*

Business phone

Business address

EINOnly needed if we'll register texting (A2P). Format XX-XXXXXXX.

Campaign domain ideasWe register a fresh domain for your funnels, in your account. 2 or 3 ideas, best first.

Your offer & clients

Why this matters

Your offer and your ideal client decide the campaign angles we write and who we put them in front of. The sharper this is, the cheaper your leads come in.

Business type*

Typical client value

What you sell / your core offer*

Who are your ideal clients

How do you get clients nowCheck all that apply

Referrals / word of mouth Paid ads Organic / content Outbound / cold outreach Partnerships / affiliates Nothing consistent yet

Geographic focus

Markets or niches to avoid

Your team & sales

Why this matters

Every booked call routes to a real person on a real calendar, inside the windows you set. Tight routing is where speed-to-lead is won.

How many people take sales calls?

How long is a sales call?

Who takes booked calls?Add everyone who takes booked calls. Name, email, and role.

How should bookings route?

Who gets the bookings?

When can your team take calls?Pick the days and the windows leads can book into.

Morning (8a-12p) Afternoon (12p-5p) Evening (5p-8p)

Timezone

Your brand

Why this matters

Everything we put in front of a lead runs under your brand: your logo, colors, and face. Creative that looks like a real business beats stock every time.

Logo linkPaste a Drive / Dropbox link. PNG or SVG on transparent is best.

Face of your ads (headshot link)A real face beats stock. Optional, can send later.

Brand colors

Primary Secondary Or match my website

Links to existing creativePast ads, videos, brand folders. One link per line.

Testimonials / case studies2 or 3 strong client results. Real names convert better.

Ads & budget

Why this matters

We launch from your own Meta ad account so you keep the pixel, the history, and full spend transparency. Ad spend goes straight to Meta; our fee never touches it.

Do you have a Meta Business Manager?

Monthly ad budget

Meta Business IDBusiness settings → Business info.

Ad account IDOr invite empire.os@goempireos.com as a partner.

Any campaigns running now?

Ad account access My Meta ad account is already connected to your team

I understand ad spend is paid directly to Meta, separate from Empire OS fees.

Tools, goals & go-ahead

Why this matters

This tells us what to build, what to connect, and what winning looks like for you in the next 90 days.

What should we build or run for you?Check all that apply

GHL / CRM setup Funnels & landing pages Automations & workflows Paid ads management Email & SMS nurture Booking & calendar

Do you already have GoHighLevel?

Current CRM / tools you use

Which calendar runs your life?

Where do calls happen?

Current monthly revenue

Your 90-day goal

What does success look like for this?

If we set up texting, I approve compliant opt-in language on my forms and will only text leads who opt in.

Let's build your growth engine.

Your business

Your offer & clients

Your team & sales

Your brand

Ads & budget

Tools, goals & go-ahead