Thank you

Hey there! We know this form is BIG, but take some time to answer thoroughly while keeping in mind, some questions might be optional and if things change in the future you'll have full control in your account to change them as needed!

First Name

Last Name

Company Phone *

Company Name

Company Email *

Company Website *

Company Street Address *

Company City *

Company State / Prov / Region *

Company Country *

Company Zip Code *

Company Logo (The proposed size is 350px * 180px no bigger than 2.5mb) *

Company Logo

Client notification email? (The email your client wants to be notified at when they get new leads/new appointments booked) *

To send texts (SMS) and phone calls through the system, you need a Twilio account, if you haven't already, sign up now (PRO TIP: Make sure you save your email and password somewhere!!)

Do you have a Twilio account?

Yes, I signed up for a Twilio account

Do you have the Twilio email and password saved somewhere of easy access for your onboarding call?

Yes, I have my Twilio email and password saved an ready for my onboarding call

At times Twilio runs out of number in popular area codes, so we'll ask for your first choice and then a few others is they don't have any first choice available:

First Choice - Twilio Number Area Code

Other Choices - Twilio Area Codes

Call Forwarding Number (If you want to forward calls to a different number than business number - like the personal cell of your client)

For calendar set up:

Calendar Availability (Format: Monday to Friday, 9am to 5pm)

Appointment Meeting Location URL Link (If using Zoom link)

Appointment Slot Duration (How long the appointment is - ex: 30 minutes, 1 hour)

Appointment Slot Interval (How you display available appointments, for example a 30 minute slot interval would show appointments at 1, 1:30, 2, 2:30, etc)

Mailgun uses a domain to send emails. In order to set this up you need 1. to own a domain (GoDaddy, Google Domains, etc) and 2. have the login and password for the account where you have your DNS records which is usually where you bought your domain or your website hosting provider.

Do you own a domain?

Yes, I own a domain

Do you have the login and password to gain access to your domain DNS records?

Yes, I have access to my domain DNS and ready for my onboarding call

Some questions for customization:

Company Niche / Industry

Client Offer? (free consultation, $250 gift card, 50% off, free month, etc)