FLYT Media — Client Portal

days until go-live

Business Basics

Let's start with the fundamentals.

Business Name

Business Address

Business Phone

Business Email

Services & Pricing

What do you offer and what's it worth?

Services Offered (list your top 3-5)

Average Job Value

Leads & Marketing

Where do your customers come from?

Where do your leads come from?

Estimated leads per month

Pain Points & Current Tools

What's not working and what are you using now?

Biggest frustration with leads right now?

Current CRM or tools you use

Team & Notifications

Who should get lead alerts?

Who should receive lead notifications? (name, phone, email)

Do you have existing contacts/leads to import?

Your Brand

Help us match your look and feel.

Brand Colors (if you know them)

Upload Your Logo

Anything Else?

Last step — share whatever we should know.

What does your ideal customer look like?

Anything else we should know?

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Quick Reference Guide

How to use your CRM pipeline and automations

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Training Recording

Your walkthrough session recording

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Get Support

Reach Ethan directly — ethanm@flytmedia.io

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Performance Dashboard

Coming soon — monthly metrics at a glance