ElevateAI Setup Authorization

Use this form to confirm business details, phone setup, SMS compliance, trial approval, and next-step scheduling before the trial begins.

Business Details

Business Name

Owner / Authorized Decision Maker

Business Type

Sole Proprietor

LLC

Corporation

Partnership

EIN (Employer Identification Number)

Business Website

Business Hours

Other Business Type

Phone Setup

Phone System

Primary Business Phone Number

How would you like your phone service configured?

Conditional Call Forwarding (Recommended)

Port Existing Business Number

Purchase a New Business Number

Services and SMS Compliance

Services to Activate

Missed Call Recovery

Automated Lead Follow-Up

How do customers normally provide permission to receive text messages?

Website Form

Phone Call

Appointment Request

In Person

Existing Customer

Other SMS Permission Source

Trial Authorization and Client Goals

I authorize ElevateAI to activate my 7-day free trial.

Trial Start Date

Trial End Date

What is your biggest challenge today?

Missing phone calls

Slow follow-up

Losing leads

Customer retention

Other Challenge

Additional Notes

Client Approval and Internal Checklist

Owner / Authorized Representative Name

Signature

Date

Internal ElevateAI Checklist — before leaving the call, confirm:

Adam collected the business information.

Decision maker approved the setup.

EIN received.

Website verified.

Business hours confirmed.

Phone number confirmed.

Phone setup method selected.

SMS consent process confirmed.

Trial dates scheduled.

Follow-up appointment booked before the trial ends.

Strong recommendation: schedule the conversion call before you hang up.

Instead of saying, “I’ll call you in seven days,” say: “Let’s go ahead and schedule a quick 15-minute review for next Monday at 2:00 PM so we can look at your results together.”