Close O Matic — Primora Intake
Tell us the essentials so we can configure your AI sales team. This takes about 5–8 minutes.
0) Submission Type
required
What are you doing today?
*
Onboarding (I just paid and I’m setting things up)
Change Request (I’m an existing client and want to update my plan or team)
Order email on file
*
Order ID (if you have it)
1) Business & Contacts
Legal business name
*
Website URL
*
HQ timezone
*
Street address 1
Street address 2
City
State / Province
Postal code
Country
Primary contact name
*
Primary contact email
*
Primary contact phone (E.164)
*
2) Sales Team & Machine Plan (Sales Engine)
purchased snapshot + optional change request
To request changes after Onboarding, select
Change Request
above under “What are you doing today?”
Sales Team Members (purchased — read only)
Bookora
Transfora
Closora
Sales Team Member changes
Add Bookora
Add Transfora
Add Closora
Remove Bookora
Remove Transfora
Remove Closora
Sales Machine Plan (purchased — read only)
Sales Machine Plan changes
— No change —
Gear — 1,000 minutes
Drive — 2,250 minutes
Turbo — 3,750 minutes
Supercharger — 5,750 minutes
Overdrive — 8,500 minutes
Powerhouse — 12,500 minutes
Enterprise — custom
Reason / notes for requested change (optional)
3) Unique Selling Proposition (USP)
One-sentence USP
*
Top three reasons (bullet style)
Proof point (pick one)
— Select —
Reviews/ratings
Case study
Awards/press
Guarantee/promise
Logos/testimonials
Links for proof (URLs, one per line)
4) CRM & Lead Source Integrations
CRM (pick one or choose Other)
— Select —
Salesforce
HubSpot
Zoho CRM
Pipedrive
Microsoft Dynamics
Freshsales
ActiveCampaign
Keap / Infusionsoft
Close
Insightly
Copper
Zendesk Sell
Monday Sales CRM
Nutshell
Bitrix24
HighLevel (GoHighLevel)
Less Annoying CRM
SuiteCRM / Sugar
Oracle CX
SAP Sales Cloud
Other (enter below)
If Other, CRM name
Integration method
— Select —
Form post
Webhook
Direct API
Zapier/Make/etc.
CSV upload
Not sure — please pick for us
Endpoint URL (if applicable)
Lead sources to connect (check all that apply)
Website forms
Landing pages
Facebook/Instagram
Google Ads
TikTok
Third-party lists
Other
Website / Landing credentials & notes
Facebook/Instagram ads details
Google Ads details
TikTok ads details
Third-party lists details
Other source details
Related detail fields appear only when a source is checked and become required.
5) Sales Motion & Compliance
Compliance/script rules (if any)
Common objections (optional)
6) Bookora — AI Appointment Setter
Calendar connection preference
— Select —
Provide a booking link (Calendly, SavvyCal, CRM link, etc.)
Connect Google/Outlook later (we’ll send instructions)
Let Close O Matic manage a booking calendar for us
Upload API credentials (Google service account JSON, ICS/CalDAV, etc.)
Booking link (URL)
Calendar API Credentials
Upload credentials file (.json, .txt)
Or paste credentials (JSON / token / CalDAV string)
We’ll store this securely and confirm the connection during setup.
Default meeting length (minutes)
Buffer between meetings (minutes)
Daily window (e.g., 09:00–17:00)
Days available (e.g., Mon–Fri)
7) Transfora — AI Live Transfer
Transfer mode
Sequential
Simultaneous
No-answer handling (for your team if they don’t pick up)
Text your team only
Send caller to your team’s voicemail + text your team
Retry later
Ring timeout (seconds)
Team transfer numbers (comma-separated, E.164)
Sequential: dial in order; Simultaneous: ring all at once.
Transfer whisper (what we say to your team before connecting)
Transfer hours (local time)
Start (HH:MM, 24h)
End (HH:MM, 24h)
Days
We’ll match state/region quiet-hour laws during setup.
8) Closora — AI Sales Closer
Payment processor / method
— Select —
Hosted checkout link
On-site checkout
Invoice then link
Merchant/checkout link (URL)
Statement descriptor (what shows on card statement)
Send receipt from (email)
Receipt replies to (email)
Receipt CCs (comma-separated emails)
9) HIPAA
HIPAA required?
No
Yes
If “Yes,” we’ll confirm the monthly HIPAA compliance add-on by email before enabling HIPAA mode.
I approve enabling HIPAA mode after Close O Matic confirms the monthly add-on charge by email.
10) Notes & Links (optional)
Anything else we should know?
11) Scripts & Documents
PDF/DOC/DOCX/TXT/CSV/XLSX (max 15MB each)
Sales Scripts (2 slots)
Title for Script 1
File for Script 1
Title for Script 2
File for Script 2
Objection Sheets (2 slots)
Title for Objections 1
File for Objections 1
Title for Objections 2
File for Objections 2
Lists (CSV/XLSX)
Title for Backlog list
Backlog CSV/XLSX
Title for Do-Not-Call list
DNC CSV/XLSX
Other Docs (2 slots)
Title for Other 1
File for Other 1
Title for Other 2
File for Other 2
Submit Intake
You’ll see a confirmation page and we’ll follow up by email.