CLIENT ONBOARDING

Let’s Get Your System Started.

Let’s Get Your System Started.

Fill out the information below so we have everything we need to begin setting up your website and lead system.

Fill out the information below so we have everything we need to begin setting up your website and lead system.

The more complete your answers are, the easier it will be for us to build everything around your business, services, pricing, and sales process.

YOUR BUSINESS DETAILS

Send Us Your Photos & Files

Send Us Your Photos & Files

Upload your logo, project photos, team photos, before-and-after photos, and anything else you would like us to use on your website.

Upload Website Files

Please include your business name in file names when possible.

You do not need to upload everything at once. You can return to your upload folder later if needed.

WHAT HAPPENS NEXT

01

Complete Your Onboarding

Submit your business information, services, service areas, branding, pricing, and system preferences.

02

Send Us Your Assets

Upload your logo, photos, reviews, existing website content, and anything else you want included.

03

We Build & Configure

We’ll build your website and set up the estimator, CRM, and automations included in your package, then send everything to you for review.

Have a Question?

Have a Question?

If you’re unsure about anything on the onboarding form or what files to send, reach out and I’ll help you through it.