Onboarding

Complete Form Below

Contact Details

First Name *

Last Name *

Mobile Phone *

Business Email *

Business Details & A2P

Legal Business Name (including suffix eg: LLC) *

Business Website *

Business Street Address *

State *

City *

Postal Code *

EIN/Tax ID (required to register phone number for A2P) *

What are acceptable phone number area codes for your area? List 2-3 if possible (3 digits eg: 404, 312, 678 etc)? *

Business Timezone *

Business hours, and which days you actually work *

Services & Area

Main services you offer — list the important ones, in plain words *

Which ONE of those should we advertise first? *

What do your customers call that job? One word — eg "deck", "driveway", "patio", "pool" *

Service areas — cities and towns you cover *

Average job value for each of your main services? Important for displaying current pipeline revenue *

Appointments

What should we call the appointment? eg free on-site estimate, in-person inspection *

Who takes these appointments — you or a team member? Name and email *

Proof

Your Google star rating and number of reviews — eg 4.9 from 186 reviews *

Years in business *

Licence number(s) and the insurance you carry

Warranty — the exact wording you stand behind

Anything else that builds trust — awards, memberships, family or veteran owned, how the business started

Why You, Not The Other Quote

What's the ONE thing you include that other quotes in your area usually don't, or charge extra for? *

Anything else that sets you apart?

Anything that must ALWAYS appear in your advertising, or must NEVER appear?

What Your Customers Ask & Worry About

What do homeowners usually worry about before booking with you?

What catches homeowners out most when they're getting quotes for this kind of job? Give us 3. *

What happens on the estimate visit, step by step, and how long from quote to the job starting?

Are you willing to publish price ranges? If so, what are they?

Do you offer Financing?

Yes

No

Photos & Video

Upload your logo — PNG or SVG preferred *

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Upload photos and video of your work

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Your Old Database

Do you have an old list of past leads and customers? *

Upload that list

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Human-In-The-Loop

Who should the AI notify for edge cases? Name, email and phone

For Office Use Only

Existing Subaccount Location ID

For agency use only. Leave blank unless this client already has an active GHL subaccount.