FLYT Media — Client Portal

FLYT MEDIA

AI Automation Systems

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FLYT MEDIA

Days until go-live

Step 1 of 5

Your Business

The basics we need to set up your system.

Business Name *

Website URL

Business Address

Business Phone *

Business Email *

Business Hours

Service Area

Services & Leads

What you offer and where your customers come from.

Services Offered *

These will be used in your automated messaging.

Average Job Value

Estimated Leads Per Month

Where do your leads come from?

Google Search Google Ads Facebook Referrals HomeAdvisor/Angi Yelp Yard Signs Door Knocking Other

How do you send estimates/quotes?

Current Setup

What tools you use and what's not working.

Current CRM or Tools

Biggest frustrations right now

Missed calls Slow follow-up No-shows No reviews Lost quotes No CRM Other

How are appointments currently scheduled?

Google Business Profile URL

We'll use this for automated review requests. Search your business on Google and copy the link.

Facebook Page URL

Team & Brand

Who gets notified and how we match your brand.

Who should receive lead notifications?

Name, phone, and email for each person who should get alerts when a new lead comes in.

Do you have existing contacts to import?

Yes No

Brand Colors

Communication Tone

Upload Your Logo

Final Details

Last step — anything else that helps us build the right system.

What does your ideal customer look like?

Any seasonal patterns we should know about?

Anything else?

Questionnaire Complete

We've got everything we need to get started. Book your kickoff call below — a 30-minute session to align on your workflow and priorities.

Book Kickoff Call

Can't find a time that works? Send us a message and we'll figure it out.

Quick Reference Guide

How to use your CRM pipeline and automations

Training Recording

Your walkthrough session recording

Get Support

Send us a message or email ethanm@flytmedia.io

Performance Dashboard

Monthly metrics and system performance at a glance

Coming Soon