Profile Elite Consultation Request

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Thank you for your interest in partnering with Profile Elite. To ensure our consultation is as productive as possible, please share a few details about your current business operations and where you are experiencing bottlenecks. I will review your submission and reach out with the next steps for our discovery call.

Section 1: Business Essentials & Digital Footprint

Let's establish the core identity of your business for your CRM and online listings.

Primary Contact Full Name *

Primary Contact Phone *

Primary Contact Email *

Current Business Status: Which of the following best describes your current business status? *

My business is currently open and actively operating.

I am in the pre-launch phase and have a set date for my grand opening.

I operate as a solo performer, artist, or content creator.

I don't have a business yet, but I am interested in learning if I should start one.

Legal Business Name:

If you do not have a Business Name Leave Blank

"Doing Business As" (DBA) / Display Name:

Leave Blank if you do not have a DBA

Current Website URL:

If you do not have one leave Blank

Google Business Profile Link: Please paste the direct link to your active Google Business Profile so we can connect it to your new BOS.

(If you are locked out of your account, or if you don't have one yet, simply type "Need Help" in this box and we will send you our step-by-step verification guide!)

Social Media Links: Please paste the direct links to your Facebook Page, Instagram, LinkedIn, and any other active platforms. *

If you do not have any social media links just write "NONE"

Section 2: Services, Pricing & Calendars

This data is critical. We use this to build your booking calendars, service menus, and automated invoices.

Core Services & Pricing: Please list your primary services/packages. For each, include: 1) Service Name, 2) Price or Starting Rate, and 3) Duration of the appointment (e.g., 60 mins). *

Booking Logistics: How far in advance do you require a booking? (e.g., 24 hours notice) And how far into the future can clients book? (e.g., up to 3 months out). *

Payment Collection: How do you prefer to handle payments for bookings? *

Require Full Payment Upfront

Require a Deposit to Book

Free to Book, Pay After Service

Custom Quote per Lead

Team Members / Calendar Seats: How many staff members need their own individual booking calendar? Please list their names. *

Section 3: Financial & Growth Targets

We build systems to hit specific goals. Let's define the finish line.

Current Monthly Revenue: What is your average monthly revenue currently? *

$

Enter in USD or MXN

Target Monthly Revenue: What is your 12-month target for monthly revenue once your new system is fully operational? *

$

Enter in USD or MXN

Current Booking Volume: On average, how many appointments/services are you currently booking per month? *

Current Booking Volume: How many monthly bookings do you need to hit your revenue target? *

Section 4: The Ideal Client & Lead Friction

This feeds directly into how we program your AI Lead Responder, design your pipelines, and write your marketing copy.

The "Ideal Client" Profile: Describe your perfect client. (Demographics, income level, specific problems they are trying to solve). *

Primary Booking Friction: What is the #1 reason a lead doesn't book with you right now? (e.g., They think it's too expensive, you take too long to reply, scheduling conflicts, etc.) *

Top 3 Frequently Asked Questions:What are the 3 questions almost every new prospect asks you before they book? (We will program your AI bot with these answers!) *

Section 5: Brand Identity & Assets

Ensuring your new system looks and feels exactly like your brand.

Brand Voice & Tone: Which words best describe your brand's communication style? *

Logo & Asset Upload: Please upload your highest-resolution logos (PNG with transparent background preferred) and any core brand photos you want us to use.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF If you do not have a logo just leave this part blank.

Are there any other details or information you would like to share?

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