Ferox OS — Client Onboarding

1

Business Identity

The basics — who you are and how to reach you

Business Name *

Required

Your Name *

Required

Email Address *

Valid email required

Phone Number

Business Website

Industry / Business Type *

Required

Time Zone *

Required

2

CRM & Leads

GoHighLevel is included — we just need a few details about your pipeline

GoHighLevel CRM is included in your plan. We'll configure your account and deploy a pre-built pipeline. You'll receive your GHL login details after setup is complete.

Primary Lead Source *

Required

Follow-Up Preference *

Required

Follow-Up Window

3

Social Media

For your automated posting to Facebook and Instagram

Facebook Page ID (optional — required to activate social posting)

Found in Facebook Page Settings → About → Page ID (a long number)

Brand Tone *

Required

Post Topics *

Enter 3–6 topics or keywords your posts should cover, separated by commas

Required

Posting Frequency

4

Ecommerce

Connect your store for order tracking and abandoned cart recovery

Ecommerce Platform

Where to find your WooCommerce keys: WP Admin → WooCommerce → Settings → Advanced → REST API → Add Key. Set permissions to Read/Write. Copy immediately — the secret is only shown once.

Store URL

Consumer Key

Starts with ck_

Consumer Secret

Starts with cs_

5

Meta Ads

For daily ad spend monitoring and ROAS alerts

Where to find your Meta credentials: Meta Ads Manager URL contains your Ad Account ID (act_XXXXXXXXX — use the numbers only, without "act_"). For your access token, use the Meta Graph API Explorer at developers.facebook.com/tools/explorer/.

Ad Account ID

Numbers only — no "act_" prefix

Monthly Ad Budget

Used to alert you if spend is tracking high

Meta Access Token

Long-lived token from Meta Graph API Explorer — expires ~60 days

Primary Campaign Goal

6

Financial

For QuickBooks integration and revenue benchmarking in your briefings

Do you use QuickBooks Online?

Monthly Revenue Target

Your CEO briefing will flag when you're tracking above or below this

Monthly Expense Budget

Alerts fire if spend tracks significantly over this

7

CEO Briefing

Personalize your daily 7am Telegram briefing

What do you want in your morning briefing? *

Daily revenue + orders Lead count + pipeline summary Social post confirmation Ad spend + ROAS (Pro) Financial summary (Pro) Inventory alerts (Pro)

Briefing Delivery Time

Telegram Username *

Your Telegram username — where your briefing is delivered

Required

8

Your Goals

This helps us configure your AI for your specific business situation

What's your biggest business problem right now? *

Required

What does success look like in 90 days?

What are you currently doing manually that you most want automated? *

Required

Let's set up your Ferox OS