Onboarding
Here's exactly what we need from you — and exactly what you get back.
Every business on this site gets its own client-specific landing page, AI intake bot, and CRM. Fill out the form below and we'll have your setup ready to review fast.
What you provide
Business basics
Legal + doing-business-as name, service area, hours, and the phone number customers already call.
Who answers what
Who should get an urgent call, who handles quotes, and what happens after hours or on weekends.
Your services & pricing rules
The jobs you take, the ones you don't, and any ballpark ranges or trip fees we're allowed to say out loud.
Booking preferences
Calendar access or a simple set of rules — how far out to book, how long each job takes, blackout days.
Brand assets (optional)
Logo, photos, reviews, and license numbers. We can start with stock and swap later.
Number forwarding approval
Permission to forward your existing line to a tracking number so nothing rings into a void.
A short voice sample (optional)
Record your own voice, a staff member's voice, or pick from included professional voice talents.
What we provide
Your own landing page
A client-specific page like the demos on this site — your name, your services, your city, built for local search.
AI intake bot, 24/7
Answers chat and text within seconds, asks the right qualifying questions, and never leaves a lead hanging.
Call & text capture
Forwarding, recording, transcripts, and full conversation history stored for as long as you want it.
Booked appointments
Consultations and job slots set around your schedule and the customer's availability.
A CRM you actually watch
Every lead in real time, replayable calls and texts, so you can jump in and help close the deal.
Transparent pricing
Starter, Growth, and Suite packages locked for 12 months for the first 25 customers.
How onboarding runs
Submit this form
Takes about three minutes.
Discovery call
We inspect your business the way you inspect a job before quoting.
Build & review
We put up your page and bot, you approve the wording.
Go live
We forward your line and leads start landing in your CRM.
Start onboarding
Three minutes now saves the back-and-forth later. Nothing here is a commitment.