White-Glove Onboarding

We Set It Up With You

No DIY. No guesswork. Book a call and we build your complete system together — fully live in 7 days.

Book a Walkthrough

What Goes Live in 7 Days

Here's exactly what happens from the moment you book your setup call.

Day 1

Setup Call

We meet, understand your business, and configure your account together.

Days 2-3

Phone & Messaging Live

Your tracking number is set up. Missed-call text-back is active.

Days 3-4

Lead Capture Live

Forms, chat widget, and lead notifications configured.

Days 4-5

Automations Live

Follow-up sequences, appointment reminders, and pipeline tracking ready.

Day 5-6

Scheduling & Payments Live

Calendar booking, invoices, and payment links configured.

Day 7

Reviews & Go Live

Review requests automated. Full system walkthrough. You're live!

What You Provide

Just the basics about your business. We handle everything else.

Company name and contact info

Business hours & availability

Your existing phone number (or we set up a new one)

Logo and brand colors (optional)

Basic service descriptions

Payment processing account (Stripe)

What's Included

Everything you need to start capturing and converting leads.

Full account setup and configuration

Call tracking number setup

Missed-call text-back automation

Pre-built paving pipeline

Estimate follow-up sequences

Appointment scheduling setup

Reminder automations

Invoice & payment link templates

Review request automation

Team training session

7-day email support priority

Setting Expectations

We want to be clear about what onboarding covers so there are no surprises.

Not Included in Onboarding

Custom website design or development

Custom workflow development beyond templates

Paid advertising management

Lead generation services

Ongoing marketing services

Need custom work? Let us know during your setup call and we can discuss options.

Onboarding Questions

Ready to Get Started?

Book your setup call now. We'll have your system live in 7 days.