CRM and Automation Intake | ARC Innovative

Business basics

Business context.

Name *

Business name *

Business email *

Phone *

Industry *

City / state *

Current lead flow

What to build

Select the system pieces.

These selections control the rest of the intake.

CRM PipelineLead stages, contacts, notes, tasks. Custom CRM BuildDedicated branded CRM or client portal. LinkedIn outreachConnection, message, or lead workflow. Instagram / ManyChatDM automation and keyword flows. ManyChatComment-to-DM or DM automation. Email campaignBroadcasts or follow-up sequences. SMS outreachText follow-up or reminders. FacebookPage, Messenger, or ad lead routing. Twitter/XAudience or outreach workflow.

CRM options

How should the CRM work?

CRM option *

Team size

Pipeline stages

Current CRM, if any

Domain setup

Custom CRM domain access.

Preferred CRM subdomain

Registrar

DNS access

Who manages the domain

Platform access

Platform credentials.

Enter credentials for every platform ARC will configure on your behalf.

Your credentials are stored in an encrypted vault and never shared. We use them only to configure your systems.

Outreach targeting

Who should the system reach?

One-sentence offer *

Target audience *

Geography

Average client value

Clients per month target

LinkedIn specific

LinkedIn outreach setup.

LinkedIn automation must stay conservative. ARC keeps connection volume well within safe limits. Account standing is ultimately LinkedIn's decision — we cannot guarantee outcomes if the account has a prior history of policy violations.

Profile URL

Connection / message angle

Any context on past LinkedIn use or restrictions

Instagram ManyChat setup

DM automation context.

Keyword or comment trigger ideas

What new followers should receive

ManyChat account already set up

YesNoNot sure

Email campaign setup

Email follow-up.

List size

Touch count

Follow-up timing

Email notes

SMS outreach

Text message constraints.

HOW SMS OUTREACH WORKS

Your personal AT&T, Verizon, or T-Mobile number cannot run automated campaigns — carriers block it. We set up a dedicated business number through Twilio that is approved specifically for marketing. Approval typically takes 3–5 business days. We handle the entire setup — you just need to be aware of the timeline before launch.

Goals and expectations

What does success look like?

30 day success goal *

Biggest bottleneck *

Anything else ARC should know

Before you submit

WHAT TO EXPECT

What ARC aims to deliver

LinkedIn bot configured and sending within 48 hours of receiving access
ManyChat live on Instagram within 7 days
Full system live within 14 days of this form being submitted
Monthly performance report on the 1st of every month
Response to all support requests within 24 hours

These are our targets. We build fast and communicate clearly. If something takes longer than expected we tell you before you notice.

Things outside our control

LinkedIn account restrictions — we keep volume safe but LinkedIn makes the final call on account standing.

Twilio 10DLC approval — if you selected SMS outreach, a dedicated business number requires carrier approval. This typically takes 3–5 business days and is outside ARC's control. We submit everything needed and keep you updated.

Platform API changes — Meta, LinkedIn, and Twitter change their rules. If a platform restricts what we can automate we notify you immediately and adjust the system.

Closed clients — we build the pipeline and fill it. Converting leads into paying clients depends on your offer and how you follow up.