Checkout
Secure checkout
Your package, agreement and payment authorization complete in one guided flow.
Foundation
Stop losing leads and establish the essential system for capturing, organizing and following up with new opportunities.
- 01Package selected
- 02Business details confirmed
- 03Agreement reviewed
- 04Setup payment collected
- 05Monthly subscription authorized
- 06Receipt issued
- 07Onboarding begins
Draft — pending final legal review
Refund and cancellation terms are editable drafts pending final legal review.
Onboarding
Share the details needed to build your system
Guided, saved as you go, and resumable. Nothing has to be completed in one sitting.
Company
- Business name
- Legal company name
- Primary contact
- Contact information
- Business hours
- Emergency service availability
Market
- Service areas
- Services
- Company story
- Differentiators
- Licenses or certifications
- Financing options
Digital presence
- Existing domain
- Existing website
- Google Business Profile
- Social accounts
- CRM or software access through a secure process
Brand and content
- Logo
- Colors
- Fonts
- Photos
- Team details
- Service descriptions
- Frequently asked questions
- Policies
- Existing reviews and approved testimonials
Operations
- Scheduling preferences
- Form recipients
- Lead-routing requirements
- Integration requirements
Secure file upload
File storage is prepared but not yet connected on this environment.
