Nexistry Digital Soulutions, Leading The New Digital World

Providing The Simplest Solution For The Most Complex Problem

Welcome! Please fill out this form so our team can better understand your automation needs and start planning your setup.

1️⃣ BASIC INFORMATION

First Name *

Last Name *

Business / Brand Name

Email *

Time Zone

Preferred Start Date

How did you hear about Nexistry?

2️⃣ BRANDING & WEBSITE INFO

Do you have a live website?

If YES please provide your "LINK"

If NO, Are you planning to launch one soon?

Brand logo / assets available?

Yes – we will share via Drive / Canva

Not yet – need design support

Do you have existing brand guidelines (colors, fonts, tone)?

Yes

No – need help defining brand identity

Do you want automation embedded into your:

Website

Landing Pages

CRM Portal

Other

3️⃣ TOOLS & SYSTEMS YOU CURRENTLY USE

Select all that apply and list others below:

Other

CRM (please specify)

AI Tools

ChatGPT

Claude

Custom AI bots

None yet – interested

4️⃣ COMMUNICATION TOOLS & COLLAB PREFERENCES

Preferred method of communication:

Email

Slack

Google Chat

ClickUp comments

Other

Do you already have a shared workspace setup?

Yes

Not yet – please help us set one up

Update frequency

Daily

Weekly

Only at key milestones

5️⃣ YOUR TOP AUTOMATION PRIORITIES

Please describe up to 3 workflows you'd like us to build

Any tools or platforms that must be included in your workflows?

6️⃣ BRAND ASSETS & FILE SHARING

Please share your branding materials so our team can build with the right visuals and tone:

Google Drive or Dropbox Folder with:

Logo files (PNG/SVG)

Color palettes, fonts, or style guides

Any reference documents

Canva Design Links (if applicable)

Paste your access link(s) here

📌 Important:
Please make sure access is set to “Anyone with the link can view”
or share access directly to:
📩 [email protected]

7️⃣ ACCESS & SECURITY

To build your automation workflows, we’ll need tool access.

Please choose how you’d like to share credentials:

Email invites with developer access

Share API keys via secure vault

Shared password manager (e.g., LastPass, 1Password)

Shared Google Drive folder

Need help setting this up

⚠️ Reminder:
Do not send plain-text passwords via email.
We will guide you through secure access once your project begins.

8️⃣ OTHER NOTES OR REQUESTS

Is there anything else you’d like to share about your business, team, or goals?

Thank you! Once submitted, our Project Manager will reach out with your onboarding checklist, timelines, and developer assignment.

📩 [email protected]
🌐 nexistrydigitalsolutions.com
One Touchpoint. Infinite Support.

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