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Onboarding Form

Let's Get Started!

Please fill out the form below with as much detail as you can.

Business Profile

Best phone number for customers to reach you (We will be setting up a tracking number that forwards here)
Best email for our lead communication
City and State/ZIPs you service
List the users to have "Admin Level" access to the system, or "None"
List the users to have "Regular User" access to the system, or "None"
Format: 99-1234567

Online Presence & Access

Admin Access is Required

The setup cannot be completed without admin access to your domain registrar account.

Several critical DNS and configuration steps must be performed to connect your system properly.

If you do not have (or cannot obtain) admin access, you will need to purchase a new domain name to proceed.

To continue, please change your answer to “Do you already have a domain name?” → “No” and follow the next steps from there.

List the domain names you'd like to get in preferred order. We will check the availability for you.
Provide the full name and desired email address, 1 user per line
If you do not have one please put “Need to create”
If you do not have one please put “Need to create”
Instagram, LinkedIn, YouTube

Phones & Tracking

e.g. "ABC Remodeling"

Offers, Services & Positioning

1 service per line
up to 3 URLs
Licenses, awards, associations
Format: #FFFFFF or RGB
Format: #FFFFFF or RGB

Brand & Content Uploads

Only PDF, PNG, JPG/JPEG Files Accepted
Only PDF, PNG, JPG/JPEG Files Accepted
Only PDF, DOC/DOCX, XLS/CSV Files Accepted

Website Build or Conversion Layer

e.g. Get a Free Estimate
if "Go to page"
e.g. Get a Free Estimate
if "Go to page"
one email per line

SEO & Compliance

e.g. "Kitchen remodeling - San Diego"
one phrase/keyword per line

Reviews & Reporting

e.g. ABC Remodeling Team
one email per line
Only XLS/CSV Files Accepted

Payments & Invoicing

If you do not have one please put “Need to create”
e.g. Net 7/Net 15/Due on receipt

Multi-location (for Scale Plans only)

Communications consent & sign-off