Quick Links
Use these anytime. You can come back here to finish the rest later.
1) Book Your Onboarding Call
Pick a time that works for you so we can finalize setup and timelines.
2) Update Your Intake (optional)
Need to add or correct anything? You can update it anytime.
3) Branding & Assets (optional)
In the intake form, open Branding & Assets to upload logos, colors, and photos.
Project Timeline
- Day 0–1: Intake received → access requested → kickoff scheduled
- Day 2–5: Core systems setup (calendar, business number/SMS, chat widget, pipeline, notifications)
- Day 6–10: Website/GMB/social configs, testing, and QA
- Day 11–14: Go-live + training + tweaks
Timelines vary by package and how quickly access and assets are provided.
What We’ll Deliver
Core Setup for all clients
- Dedicated business number (call, SMS, voicemail)
- Missed-Call Text-Back
- Smart calendar with confirmations & reminders
- Web chat widget (leads roll into SMS)
- Lead pipeline + instant notifications
- Simple reporting (appointments, leads, review requests)
Add-Ons (if included)
- Review Automation
- Online Booking
- Google Business Profile
- Website Setup/Rebuild
- Social Setup
- Training & Support
How We’ll Communicate
- Primary: [email protected]
- Quick items: reply to our SMS is fine
- Office hours: [Your Hours] ([Your Timezone])
- Response time: same-day on weekdays (next business day if after hours)
You’ll receive
- Access/asset confirmation
- “Setup started” notice
- “Ready for review” checklist
- Go-live confirmation & training link
Policies
- Data & access: credentials stored securely; we request the minimum needed.
- Deliverables: you own your content and data. Exports available on request.
- Billing: as per your order; subscriptions renew monthly unless canceled.
- Cancellation: cancel before your renewal date to avoid future charges.
Your Checklist
Tick what’s done and add notes. Everything auto-saves here.
Business Basics
Branding & Assets (via Intake → Branding & Assets)
Access