Business & Contact

Your business details, Google Business Profile, and CRM setup.

Business name

Legal Business Name

Services Required

Select all the services you need — you can choose more than one.

Primary contact name

Contact email

Client email (if you're filling this out on their behalf)

We'll email the confirmation and next steps to this address too.

Contact phone

Website URL

Do you already have a Google Business Profile? If yes, paste the URL.

Google account email that owns/will own the profile

Physical business address (or service area)

Service area cities / ZIP codes

Public phone number

Business hours (Mon–Sun)

Primary & secondary categories

Services to list

CRM account name

The business or brand name that should appear inside your CRM workspace.

Timezone

Business niche / industry

Team members to invite (name + email + role)

Sending email address (and domain to authenticate)

Google Drive link to your existing client list (optional)

Add your client list (CSV or spreadsheet) to a Google Drive folder, share it with Treesha@willixai.com, then paste the link here.

CRM integrations needed (House Call Pro, Jobber, ServiceTitan, etc.)

Send an invite to william@willixai.com as a user for CRM integration

Tax ID / EIN

Domain Login Access

Or invite william@willixai.com as a user on your domain registrar instead of sharing credentials above

Review Links

Social Media Profile Links