Setup Business Infrastructure

A smooth backend system where leads can book calls, share details, and get automated confirmations — without you manually chasing every step.

Tasks to Setup Business Infrastructure for Seamless Lead Flow

1.Create a Calendly (or similar) Booking Linkcalendly

    • Set up a 15-min Discovery Call slot (free version works well).

    • Sync with your Google Calendar so you don’t double-book.

    • Add buffer times (so you’re not overwhelmed).
      Example: calendly.com/yourname/15min

 

 

2. Make a Google Form Intake Questionnaire

    • Ask key questions before the call: Name, Business type, Current challenge, Goals.

    • This gives you context before speaking, so the call feels tailored.
      Bonus: Add a required field → “What made you book this call?” (great for insights).

 

Perfect Here’s a ready-to-use Intake Form Template you can copy into Google Forms (or even Typeform if you want something fancier). It’s short, professional, and gives you everything you need before a discovery call.

Google Form Template — Discovery Call Intake

Form Title: Discovery Call with [Your Brand Name]

Form Description:
“Thanks for booking a discovery call!
This short form helps us understand your business and needs so we can make the most of our time together. Please take 2 minutes to fill it out.”

Questions:

  1. Full Name (Short answer)

  2. Email Address (Short answer, required)

  3. WhatsApp Number (Short answer, required → for quick communication)

  4. Business / Brand Name (Short answer)

  5. What stage is your business at? (Multiple choice)

    • Just starting

    • Growing steadily

    • Scaling up

    • Other (please specify)

  6. What’s your biggest challenge right now? (Paragraph)

  7. What do you hope to achieve from this call? (Paragraph)

  8. How did you hear about us? (Multiple choice)

    • Instagram

    • Facebook

    • LinkedIn

    • Referral

    • Other

 

Bonus Setup:

  • Add required fields to Name, Email, WhatsApp, Business Challenge.

  • Add a thank you page that says:
    “ Thanks for sharing! You’ll get a confirmation email shortly. Don’t forget to join the call from a quiet place.”

 

3. Set Up Auto-Email Confirmation

    • Use Gmail templates or Zapier automation.

    • Once someone books, they receive:

      • Confirmation ✅

      • Calendar invite ️

      • Call details (Zoom/Google Meet link)


Pro Tip: Add a line like “Please join from a quiet place — this helps us give you the best value.”

4. Optimize Your WhatsApp Business Profile

    • Add: Profile photo (logo), Business description, Website/Link-in-Bio, Quick replies.

    • Use “Canned Responses” for FAQs like pricing, services, next steps.
      Example: Type “/pricing” → WhatsApp auto-sends your pricing info.

 

 

 

Free Tools

  • Calendly (Free Plan) – Schedule calls.

  • Google Forms – Lead intake form.

  • WhatsApp Business (Free) – Quick replies + business profile.

  • Gmail Templates (Free) – Auto-confirmation and canned responses.

  • Zoom/Google Meet (Free) – Video calls.

 

 

 

In short: your leads flow in → book calls → share info → get confirmations → join WhatsApp follow-up … all on autopilot ✅

Setup Business Infrastructure

 

Check the whole 30-Day Step-by-Step Branding & Social Media Strategy for Homepreneurs.

Ready to craft a tagline that sets your brand apart?
Drop us a WhatsApp at +91-8375091117 and let’s build your growth story together.