WFA · WORKFLOW AUTOMATIONS

Client Onboarding

Takes about 4 minutes. Gives us everything we need to build your system.

1
Business
2
Setup
3
Branding
4
Access
5
Confirm
Tell us about your business
Basic info so we can tailor your system from day one.
Required
Required
Required
Please select an industry
Enter a valid email
Required
How do leads find you?
This shapes how we build your capture form and pipeline stages.
Please select a process
Brand & messaging
We'll use this to write your email sequence and style your form.
Leave blank if you don't have one.
Access & accounts
All credentials are deleted after delivery.
Automated emails send from this address.
Required
Standard fields included by default.
Final details
Almost done.
Step 1 of 5

You're locked in.

We've received your onboarding info. Expect a calendar invite within 1 business day.

01
Check your emailConfirmation is on its way.
02
Kickoff call scheduledCalendly link within 1 business day.
03
System live in 5 daysFrom kickoff to go-live — that's our commitment.