Mach 5 Agent — Client Build Intake

1

Your Business Info

These details configure your account, email templates, and AI scripts.

Business Name

Your Name

Best Email for Build Updates

Business Address

Used for compliance, A2P registration, and local presence.

Website Domain

Your current business website domain.

Domain Host / Registrar

Email Signature Name

Who should outbound emails appear to come from? Your business/team name or your personal name?

Business Name for Correspondence

The name that appears in email signatures, SMS messages, and AI scripts. Usually your DBA or brand name — can differ from your legal business name.

Business Phone Number

The number your clients call you on today. We'll configure phone routing on your onboarding call.

Your Mach 5 Plan

Core ($397/mo)

Scale ($597/mo)

Scale includes a landing page — quick brief

Keep it short. We'll refine on the onboarding call.

What should your call-to-action buttons say?

1–3 button labels, separated by commas or slashes.

Briefly — what do you want on this page?

500 character max. Main goal, key sections, anything that must be included.

2

What Do You Sell?

This determines your AI knowledge base, campaign content, and workflow configuration. Select your industry, then check all product lines you actively sell.

Industry

Insurance

Other Industry

Real Estate, Med Spa, Home Services, etc.

What industry are you in?

What products or services do you sell?

What's your #1 focus right now?

3

Lead Sources

How you get leads determines which workflows, webhooks, and AI sequences we configure.

Where are your leads coming from? (select all that apply)

Lead Vendors

Smart Financial, EverQuote, QuoteWizard, Datalot, MediaAlpha, etc.

Cold Lead Lists / Purchased Data

Aged leads, scraped lists, data brokers

Paid Ads — Running My Own Campaigns

Website Form Submissions / Quote Requests

Organic / Referral / COI

Carrier or Company-Provided Leads

Not currently generating leads — need help

Lead vendor names or other source details (optional)

4

Your Logo

Upload your logo so we can apply your brand to emails, SMS templates, and your client portal. PNG with transparent background works best — JPG is fine too.

Logo File

Click to upload your logo

PNG, JPG, or SVG · up to 5MB

5

Add-Ons

Optional extras to enhance your build. Select any you'd like and we'll invoice you separately.

Additional AI Voice Agent

Custom-built voice agent for overflow, a dedicated outbound campaign, or a new line of business. Includes scripting, testing, and deployment.

$199 one-time

Custom Email/SMS Campaign

Targeted drip sequence custom-built for a specific line of business — includes templates, workflow, and full CRM integration.

$499 one-time

Landing Page: Standard

High-converting single page with CRM form integration and mobile optimization. Scale plan includes one free — additional pages at this price.

$499 one-time

Landing Page: Advanced

Full custom build with quote request forms, CRM field mapping, Meta/Google pixel tracking, and mobile-first design. Built for paid ad campaigns.

$799 one-time

Let's Build Your Mach 5 System

You're All Set!