New client

Enter what the client told you. This sets up their account, their Google sign-in, the terms link, the website form and the go-live check. Nothing is sent to anyone.

Client details

Business Business name Trade Service area Business phone (the number customers call) Business hours After-hours rule

Owner Owner name Owner email Owner mobile (alerts and weekly text) Who approves texts (name and how to reach them) Google email for login Preferred sender name (how texts sign off)

Plan

Lead Capture, $497 per month (phone and text, month to month).

Website form capture Inbound email capture Facebook, Instagram and WhatsApp Directory leads Custom lead webhook

Add-ons are recorded as requested. They are switched on when the client agrees and pays.

How should texts go out? I approve first The owner checks each text before it goes out. Runs itself Needs accepted terms before it can be on.

Channel setup (optional)

Channel provider Webhook secretTwilio: leave blank to use the platform token. Telnyx: the public key.

New client

Client details

Client created

1. Terms link (valid 14 days)

2. Website form for their site

3. Scoreboard link

4. Go-live check