ADPBuilt — Client Discovery

Step 1 of 5

Let's start with you

Quick contact info so we can follow up with your custom proposal.

First name *

Last name *

Business name *

Phone *

Email *

Website

Leave blank if you don't have one yet.

Step 2 of 5

Your business

Help us understand what you do and who you serve.

Industry / business type *

Trades (HVAC / plumbing / electric)

Medical / dental

Legal / financial

Automotive

Defense / gov't contractor

Real estate

Retail / e-commerce

Fitness / wellness

Restaurant / food service

Construction / home services

Other

Primary customers *

Consumers (B2C)

Other businesses (B2B)

Government / DoD

Mix of all

Team size

Monthly revenue (optional)

Step 3 of 5

Brand & website

We'll use this to design or rebuild your web presence on our platform.

Current website status

Have one, happy with it

Have one, needs work

No website yet

Primary brand colors (pick up to 2)

Custom

Tap up to 2 swatches that match your brand.

Brand vibe

Professional / corporate

Friendly / approachable

Rugged / industrial

Luxury / premium

Tech / modern

Clean / minimal

Brands or sites you admire

Additional brand notes

Step 4 of 5

AI agents & automation

Select every area where you'd like to automate or replace manual work. We'll build the right stack.

Virtual receptionist

Answers inbound calls & chats, qualifies leads, books appointments 24/7 — replaces a front-desk hire.

Lead follow-up & nurture

Automated SMS/email sequences that follow up every new lead until they book or opt out.

Appointment scheduler

Online booking with reminders, confirmations, and rescheduling — syncs with your calendar automatically.

Review & reputation manager

Auto-requests Google reviews post-service, monitors and responds to new reviews on your behalf.

Pricing / estimate calculator

Interactive quote tool on your site — customers self-qualify and you get scoped leads automatically.

Sales pipeline & CRM

Tracks every lead and customer in one place, with automated stage moves and task reminders.

Website AI chatbot

Trained on your business — answers FAQs, captures contact info, and routes complex questions to you.

Social media content pipeline

Auto-generates and schedules posts from your business updates, promos, and photos.

Back-office workflow automation

Connects your tools (invoices, forms, email) — eliminates manual data entry and handoffs between apps.

Biggest pain point right now

Step 5 of 5

Compliance & wrap-up

ADPBuilt helps defense contractors and federal suppliers with CMMC Level 1 self-certification readiness.

Do you work with DoD, federal agencies, or prime contractors?

Yes — direct DoD / federal

Yes — subcontractor to a prime

Pursuing it

No

Compliance interest (select all that apply)

CMMC Level 1 self-assessment readiness

17 basic safeguarding practices for FCI. We walk you through your SPRS score and System Security Plan so you can self-certify with confidence.

Policy & documentation package

SSP, acceptable use policy, and evidence templates — everything a C3PAO assessor or prime contractor will ask for.

SAM.gov registration & UEI setup

Need to register in SAM.gov or confirm your UEI is active? We help you get registered so you can bid on federal work.

General cyber hygiene assessment

Not a defense contractor but want to know your security gaps? We'll benchmark against NIST 800-171 basics.

Not applicable to my business

Compliance isn't a current priority — skip this section.

How did you hear about ADPBuilt?

Budget range (optional)

Anything else we should know?

You're all set!

Thanks for connecting with ADPBuilt. We'll review your answers and reach out within 1 business day with a custom proposal.