1 · Agreement2 · Onboarding form3 · Kickoff call

Tell us what you're working with.

About 15 minutes. Everything here becomes your team's starting memory, and it's what we connect on the kickoff call. Nothing sends to a lead without your approval.

You and the business

Your name *

Your role

Company *

Vertical

Email *

Mobile

Telegram username (approvals arrive here)

Producers / agents on your team

Business hours

Timezone

Where your leads come from

Check everything that's true today. We connect the ones that can be connected on day one.

Monthly ad spend (rough)

Accounts we connect Facebook Page URL I will add [email protected] as an Admin on this Page before the kickoff (this is how leads and posts connect; you can remove it any time). Instagram handle (optional)

Instagram publishing on your account needs a Meta approval step that takes longer than a day. We start it at kickoff; Facebook, email, and your daily brief go live first.

Where should approved messages and lead records go? Booking link (Calendly or similar, optional)

How you talk to leads Who approves drafts? (name, and it's fine if it's you) Paste one or two messages you've actually sent a new lead Anyone we must never contact? (names, numbers, competitors, existing clients) Anything else we should know

Agreement

Read the Client Services Agreement (v1). Accepting it here has the same effect as signing it.

I have read the Client Services Agreement v1 and I accept it on behalf of the company named above.

Type your full legal name *

Your title

Got it. Your build clock is running.

A confirmation with your Day-1 checklist is on its way to your email. Last step: pick your kickoff time.

Book the kickoff call →

Before the call: add [email protected] as an Admin on your Facebook Page, and install Telegram on your phone.