Auto8
Customer Onboarding Intake
Core

Welcome — let's get you set up

Complete this once and we'll reuse your answers across every Auto8 service. Select everything you purchased and we'll show only the questions that apply.

Please select at least one service you purchased.
Core Intake · Section 1

Business details

The basics we need to represent your business accurately.

Please enter your business name.
Please enter a contact name.
Please enter a valid email.
Please enter a phone number.
Please enter your business address.
Core Intake · Section 2

What the business does

Tells us what to promote — and just as importantly, what not to.

Please enter your primary service.
Please tell us where you operate.
Anything you'd rather we leave out of your marketing.
Core Intake · Section 3

Business and brand

What sets you apart, and the assets we can use to show it.

Think about: experience, warranties, process, quality, speed, communication, guarantees, financing, family ownership, and certifications.
This helps us sell your business — please add a few words.
Upload whatever you have. Anything you skip now can be added later.
Logo
Brand guidelines
Photos
Videos
Team photo
Before & after photos
Other marketing assets
Website

Your website

A few extra questions so we can build a site that generates leads.

Add your website URL near the top and we'll pull it in here.
No website yet — Auto8 will build yours from scratch.
Your domain is your web address, like acme.com.
Give Auto8 access via GoDaddy
  1. Sign in at godaddy.com and open your Domain Portfolio.
  2. Select your domain, then open Contacts & more → Delegate access.
  3. Choose Invite to access and enter andrew@auto8.ai with the Products, Domains & Purchase (Edit) permission.
Give Auto8 access via Squarespace / Google Domains
  1. Sign in and go to Settings → Permissions (or Domains → your domain → Permissions).
  2. Click Invite Contributor and enter andrew@auto8.ai.
  3. Grant Admin (or Domains) access so we can update DNS.
Give Auto8 access via Namecheap
  1. Sign in and open Profile → Manage Users.
  2. Click Add User and invite andrew@auto8.ai with domain-management access.
  3. If Manage Users isn't available on your plan, send us the DNS records instead and we'll guide you.
Give Auto8 access via Wix
  1. Sign in and go to Settings → Roles & Permissions.
  2. Click Invite People and enter andrew@auto8.ai.
  3. Assign the Admin role (or Domain Manager) and send the invite.
Give Auto8 access via Bluehost
  1. Sign in and open Account → Users (or Delegation).
  2. Add andrew@auto8.ai as a user with domain/DNS access.
  3. If user access isn't available, share your DNS records and we'll walk you through it.
Give Auto8 access via Network Solutions
  1. Sign in and open Account Manager → My Profile.
  2. Add andrew@auto8.ai as an authorized contact, or share your DNS records with us.
  3. Not sure? Leave it with us and we'll send tailored steps.
Give Auto8 access via Cloudflare
  1. Sign in and open Manage Account → Members.
  2. Click Invite and enter andrew@auto8.ai.
  3. Assign the Administrator role so we can manage DNS.
Not sure how to share access? No problem — leave it with us. Tell us the provider if you know it, and we'll send step-by-step instructions to add andrew@auto8.ai to your account.
No domain yet, or not sure? Don't worry — Auto8 will help you find and register the right domain, or track down where an existing one is managed.
Up to three — they don't have to be competitors.
Auto8 will handle the website strategy, structure, and copywriting based on the information you've provided.
Lead Management

Auto8 AI Lead Management setup

You don't need to design this from scratch — Auto8 sets smart defaults and only asks for your specifics.

Add everyone who should get new-lead alerts.
Auto8 recommends the essentials — adjust to fit your business.
Help the AI filter out leads you don't want.
Around 5–10 covering pricing, scheduling, service areas, financing, warranties, process, materials and availability. Auto8 can supplement these from your website.
e.g. never guarantee availability, give unapproved exact pricing, discuss insurance claims, or promise completion dates.
Default pipeline: New Lead → Contacted → Estimate Scheduled → Estimate Sent → Won → Lost. Auto8 sets this up for you and adjusts to your business.
You don't need to have everything figured out. Auto8 will use your answers plus its own research to build the right setup, and will ask for anything missing before your kickoff call.
Local Visibility

Local Visibility Accelerator setup

Getting your Google Business Profile and local search dialed in.

Add Auto8 as a Manager
  1. Sign into the Google account that manages the Business Profile.
  2. Search Google for your business name.
  3. Click Business Profile settings.
  4. Select People and access.
  5. Click Add.
  6. Enter seo@auto8.ai.
  7. Select Manager, then click Invite.

Google Business Profile details

These populate your Google profile. Skip anything that doesn't apply.

When your business opened. Year alone is fine.
Leave blank to reuse the cities from your business details above.
Defaults to the phone in your business details — only enter one here if the number shown on Google should differ.
e.g. Mon–Fri 9–5, Sat 10–2, Sun closed.
Only if they differ from your regular hours.
Paste the full profile URLs. Skip any you don't have.
Business names or website addresses — they don't have to be direct competitors. Auto8 also does its own research.
Auto8 will handle GBP optimization, Local SEO research and strategy, search-visibility tracking, competitor research, and AI Search optimization.
Reputation Management

Reputation Management intake

So we can trigger review requests at the right moment.

Auto8 will check whether we can integrate with your software to detect completed jobs automatically. If not, we'll set up a simple "Job Completed" step to trigger review requests.
Growth Accelerator

Paid Ads setup

The inputs we need to launch and manage your ad campaigns.

Ad spend is paid directly to the advertising platforms (Google, Meta) and is separate from Auto8's management fee.
Found at the top-right of your Google Ads account, next to the account name.
How Auto8 gets access to your Google Ads
  1. Share your 10-digit Customer ID above.
  2. Auto8 sends a link request from our Google Ads Manager Account (MCC).
  3. In Google Ads, go to Admin → Access and security → Managers.
  4. Find the request from Auto8 and click Accept.
Prefer to add us directly? Under Admin → Access and security → Users, add ads@auto8.ai with Admin access. No passwords — ever.
How Auto8 gets access to your Facebook / Instagram ads

Your Page, ad account and pixel live inside a Meta Business Manager. Auto8 requests partner access, then you approve — no passwords shared.

  1. Go to business.facebook.com → Business Settings → Business Info and copy your Business Manager ID.
  2. Enter it below so Auto8 can send a partner request.
  3. You'll get a notification under Business Settings → Requests — click Approve.
  4. When prompted, share your Page, Ad Account, Instagram, and Pixel/Dataset with us.
Prefer to add us directly? In Business Settings → People → Add, invite ads@auto8.ai and assign the assets above.
For your security, never send passwords. Auto8 connects to your accounts using secure account access only.
Auto8 will handle campaign strategy, targeting, account setup, tracking, creative strategy, optimization, and ongoing management.
Something went wrong sending your intake. Please try again, or email us and we'll help.
✓

Thanks — we've got everything we need to get started.

Our team will be in touch shortly, and you won't need to re-enter this information for any other Auto8 service.

Auto8 · Customer Onboarding