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!

Your First Name *

Your Last Name *

Your Phone *

Your Email *

Your Preferred Company Outgoing Email (the email we will use to send emails to your clients) *

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!!) --> https://www.twilio.com/try-twilio

Do you have a Twilio account? *

Yes, I signed up for a Twilio account

Twilio Email *

Twilio Password *

**If you don’t have a twilio account, we can create one for you.

To send email through the system, you need a Mailgun or SMTP account (We recommend Mailgun if you're just getting started), if you haven't already, sign up now (PRO TIP: Make sure you save your email and password somewhere!!) --> https://signup.mailgun.com/new/signup

Do you have a Mailgun or SMTP account? *

Yes, I signed up for Mailgun or have an SMTP account

Mailgun Email *

Mailgun Password *

**If you don’t have a mailgun account, we can create one for you.

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 saved and ready for my onboarding call

The next portion is all info about the Account you'd like us to create

Business Owners First Name *

Business Owners Last Name *

Name of the Company *

Company Email *

Company Phone Number *

Company Website

Company Address *

Company City *

Company State / Prov / Region *

Company Country *

Company Zip Code *

Company Time Zone (GMT Format) *

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

Company Logo

Review Link URL (Usually Google My Business Review Link, or Facebook) *

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

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) *

Some questions for customization:

Company Niche / Industry *

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

Type of Appointment your client runs? (free consultation, discovery call, inspection, etc) *